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