Services

#Corporate Finance

We have extensive experience placing equity and debt capital ranging from $2 – $50 million. We leverage our deep relationships with institutional investors including private equity, venture capital, family office, mezzanine and venture debt services.

Engagements include:

  • Private Equity Capital Raises
  • Mezzanine Financing
  • Debt Recapitalization & Restructuring
  • Asset & Royalty Based Financing

#Mergers & Acquisitions

We have completed numerous M&A transactions ranging in size from $2 – $50 million. Our perfected process and industry expertise has resulted in a proven track record of delivering successful outcomes for our clients.

Engagements include:

  • Sell Side Representation
  • Buy Side Representation
  • Leveraged Buyouts
  • Management Buyouts

#Private Capital

We work closely with Owners and design flexible capital solutions. We introduce the optimal investor set to each situation from our deep and extensive relationships. Our approach resonates particularly well with family-owned and closely-held companies.

Engagements include:

  • Acquisition/Organic Growth Capital
  • Corporate Divestitures
  • Minority Stakes
  • Partial Liquidity Events
  • Recapitalizations
  • Special Situations

#Strategic Advisory Service

We provide our clients analytical data and insights to facilitate strategic decision-making. We advise corporations on shareholder value maximization and provide support for transaction implementations.

Engagements include:

  • Corporate Valuations
  • Shareholder Value Analysis
  • Strategic Partnerships & Joint Ventures