Investment Banking
Selling a Business
Selling a valuable business is much than arriving at a price. To optimize outcomes, this is about selling a mission, a vision … the right story to the right people at the right time. The art of selling a business considers legacy, requires insight into value drivers, and demands compelling articulation of the businesses growth story.
Exit Strategy
Understanding Owners’ Priorities
and Objectives, Developing Defensible Business Projections and Valuations, Competitive Market and Industry Analysis
Preparation
Creation of Marketing Materials
(One-Page Summaries, Confidential Information Memorandum), Early Buyer/Investor Identification and Evaluation
Process Management
Maintaining Competitive Process Through Effective Outreach and Transparent, Efficient Deal Management (Data Rooms, Management Meetings, Negotiation Support, etc.)
Capital Strategy
Capital is the fuel companies need for growth. Innovation in the financial markets has provided seemingly unending flavors of debt capital, growth equity, and hybrid capital solutions. Our relationships with a full spectrum of capital providers and deep expertise allow us to to advise on specific capital solutions to our clients’ individual growth stories.
Growth Capital
Value-accretive facilities to fuel strategic growth, including senior and junior debt; convertible financing; and minority equity. Through our advisory services, we help clients evaluate and design relationships with financial and/or strategic investors, including joint ventures
Debt Capital Management
Comprehensive debt capital allocation: refinement, refinancing, and repricing - including effective use of first-lien, second-lien, mezzanine, hybrid, and subordinated instruments
Minority Recap
Strategically-aligned capital allocation and distribution programs to support owner wealth diversification through dividend recap and ownership optimization through minority ownership/partner buyout
Other Investment Banking and Advisory Services
Management Buyouts
Corporate carve-outs and spin-outs
Cross-border M&A
“If people are doubting how far you can go, go so far that you can’t hear them anymore..”
— Michele Ruiz