Services
Company owners, management and their advisors reach us when a business is seriously considering to sell outright, recapitalize or grow via financing or acquisitions. Clients rely on us to run full or limited market processes or to step in to negotiate with a targeted company/investor on their behalf. We advise, structure, market, negotiate and close M&A and financing transactions of the following types:
100% Sale or Divestiture – full-liquidity for owner(s)
Recapitalization – partial owner liquidity or refinance existing debt
Growth Capital – equity or debt for acquisitions and/or organic growth
Merger – strategic business combination
Management Buyout – liquidity for majority owner(s), equity and/or debt capital raise
Strategic Acquisition – targeted buy side advisory, negotiations, structuring and acquisition financing
Fairness Opinions – written report for client’s benefit to as to the fairness of a transaction’s terms from a financial point of view
The typical M&A or Financing mandate includes the following 555 functions:
Transaction Marketing to Prospective Buyers/Investors or Sellers
Management Presentation Development and Guidance
Direct Involvement in the Negotiation of Letter of Intent and Definitive Agreements
Preparation of Confidential Materials and Organization of Diligence Information
Analysis of potential Transaction Value and Terms
Financial Modeling
Research, Analysis and Diligence of Prospective Buyers/Investors or Sellers