We have the track record and relationships to add value and help you navigate even the most complex situations.

 

M&A

We work with a broad range of buyers and sellers, including private or closely held businesses, diversified corporations, high net worth investors and financial sponsors.  

Our experienced investment banking professionals provide tailored client-centric advice to help develop a strategy for selling a business, optimize capital structure, minimize risk and drive growth.                                

Management Consulting

We assist privately-held middle market companies in making decisions about capital raising for mergers and acquisitions, growth, refinancing, recapitalizations, shareholder liquidity, deleveraging and generational transfers of equity or ownership.  

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Valuation

If you are interested in learning more about the value of your company we have valuation professionals capable of handling any situation. Whether you want to retire or transfer wealth to other generations, we can discuss your options and help you understand the next steps in the process.



Growing Shareholder & Owner Equity Value Through Mergers and Acquisitions

 

In today’s search for growth, M&A can be an efficient strategic path that adds tremendous value when the best opportunities are seized and well executed.  We serve buyers and sellers by providing client centric, in-depth financial and strategic analysis, identifying optimal potential transaction partners, developing creative deal structures and negotiating complex transaction terms.  We work with a broad range of buyers and sellers including privately held companies, diversified corporations, financial sponsors, family offices and accredited investors.

 

Merger and Acquisition Advisory Services

  • Sell-side and corporate divestiture transactions
  • Merger advisories
  • Acquisition advisories
  • Strategic alternatives reviews
  • Corporate recapitalizations and restructurings
  • Leveraged buyouts (LBOs)
  • Shareholder rights plans and other takeover defense advisories
  • Fairness opinions
  • Management buyouts (MBOs) and ESOP buyouts
  • Formulating a valuation range
  • Identifying potential buyers or acquisition candidates
  • Constructing and writing a Confidential Information Memorandum and any associated selling documents
  • Assisting in structuring and negotiations with all parties
  • Arranging equity or debt financing

Industries Covered:

  • Building Products and Materials
  • Business Services 
  • Consumer
  • Distribution
  • Logistics
  • Food & Agricultural
  • Manufacturing
  • Retail
  • Technology
  • Transportation
 

Financing Growth or Expansion

 

Access to capital is a critical part of your company’s success. We help create and implement cost-effective financing solutions for middle market companies.  We work with you to identify the capital need, then connect you with our partners who will structure, source, negotiate and help you close with the right capital sources. With a wide array of financing solutions, ranging from traditional loans and commitments to complex structured financing, we’ll help take your business to the next level.

Relationships with Funding Sources Across the Country:

  • Local, Regional and National Banks
  • Finance Companies
  • Business Development Companies (BDC's)
  • Small Business Investment Corporations (SBIC's)
  • Mezzanine Debt Funds 
  • Credit Opportunity Funds
  • Insurance Companies
  • Private Equity Funds or Financial Sponsors
  • Private Debt Funds
  • High Net Worth Investors

Our Clients Include:

  • Privately Held Businesses
  • Financial Sponsors 
  • Lending Institutions
  • High Net Worth Investors

Industries Covered:

  • Building Products and Materials
  • Business Services 
  • Consumer
  • Distribution
  • Logistics
  • Food & Agricultural
  • Manufacturing
  • Retail
  • Technology
  • Transportation