With over 30 years of experience, we help businesses decide if and when they might want to accept an outside investor or sell the business so they can realize the value built up over the years. By our recent affiliation with an investment bank we are able to expand our capability in this arena. We provide assistance in Mergers & Acquisitions, Private Placements and Financial Advisory Services
Mergers & Acquisitions – Companies frequently need assistance in how to reach their strategic and financial objectives. We are able to guide the owners and management through a process they may only engage in once when the parties on the other side of a transaction do it for a living. We know how to position a company for sale if that is the objective. Our techniques are aligned with the goals and objectives of the owners.
Private placements – We have experience in seeking out a wide range of alternatives in equity or debt. In the equity area the alternatives might include private equity, a leveraged buy-out (LBO), growth capital, management buy-out or venture capital. If debt is the approach, the alternatives might include senior debt, subordinated debt, mezzanine financing, sale-lease back or venture capital
Financial Advisory Services – These include fairness opinions, valuations, capital structure analysis, financing alternatives, rights offerings, going private or spin-offs.