Strategic Guidance, Lasting Impact
High Touch Strategic Guidance
We stand by our clients at every step, championing their goals to ensure success in high-stakes moments.
Sell-Side M&A
We fight for your best interests, delivering results that exceed expectations. Your legacy is our priority. We safeguard the value and impact of your life's work at every stage of our process. Our services include:
Preparing the Highest Quality Confidential Marketing Materials
Creating Financial Models, Bottoms Up Analysis and Forecasting
Accessing Key Decision Makers Within the Investor/Buyer Universe
Coaching for Management Presentations
Facilitating Due Diligence, Including Data Room Management
Negotiating Purchase Agreements and Other Transaction Documents
Facilitating Complex Carve-Outs, which include Negotiating Transaction Services Agreements and/or Off-take Agreements
Offering Ongoing Tactical Advisory
Buy-Side M&A
We are eager to partner with you as you evaluate acquisition or merger opportunities. Our services range from:
Accessing Targets within your Investment Criteria
Generating Actionable M&A Ideas
Canvassing and Sector Mapping
Executing the M&A Process
Assessing Valuation and Synergies
Interacting and Negotiating with Key Stakeholders
Hiring and Managing Third Party Consultants
Facilitating Diligence and Negotiating Terms
Proven Process for Capital Raising
Whether you seek value-added capital or aim to optimize terms, our process is structured to enhance certainty, valuation, and the quality of the new partnership.
Our Capabilities
Our services cover multiple types of capital raising advisory including:
Common Equity
Preferred Equity
Convertible Equity/Debt
Structured Equity/Debt
Senior Debt and Subordinated Debt
Flexible Capital/Hybrid instruments
Trusted Partners in Growth
We build long-term relationships with business owners and management teams. Even if a liquidity event is far away, we are eager to find ways to help you.
How we can help
Valuation Analysis Including Fairness Opinions
Creating Financial and Operating Models
Customer or Vendor Introductions
Providing Industry Insights
Strategic Planning
Introductions to Executives
Company Presentation Drafting
Navigating Complexity with Confidence
Our bankers are proficient in addressing intricate capital structures and delivering solutions to various corporate stakeholders, including corporates, PE portfolio companies, creditors, activist investors, and special situations funds.
Our sophisticated strategies are grounded in deep transactional expertise, empowering our clients with tactics and actionable insights. We can assist with:
Distressed M&A
Rescue/Bridge Financing
Debt Restructuring
Balance Sheet Recapitalizations
Structured Equity/Debt
Don’t Just Take Our Word For It
Read what our clients have to say.
