Our Approach
The first offer is typically not the best.
Often our clients seek us after receiving an unsolicited offer. Typically we find some (or all) of the following:
- The terms (financial or otherwise) are not as good as they could be
- The offer isn’t as firm as they think
- The timeline to close is substantially longer than expected, bringing risk to the certainty of closing
- Without an experienced banker in the picture, the effort to close is much more distracting to the business, and the purchase agreement negotiations are more fraught
We get to know your goals and needs through every detail of the business and provide our deep understanding of the types of buyers in the market. Our structured process keeps you focused on doing what you do best – running the business, while we find the right buyer to maximize value and ensure your legacy.
Our Services
Corporate Sales
Recapitalizations
Divestitures
Strategic Mergers
Joint Ventures and Alliance
Our Solutions
Selling a Company
Make sure you are calling the shots.
You spent a lifetime building your business. We help our clients achieve their best transaction outcome on their terms while preserving the legacy they have built.
Buying a Company
Leave no stone unturned.
The right acquisition can propel a company forward, while the wrong one can be disastrous. With our broad network and industry know-how, we assist clients in identifying companies that fit their acquisition strategy and can take their business to the next level.
Special Situations
Transform adversity into rebirth.
Setbacks happen, and it’s what you do next that makes all the difference. We work quickly to engage with lenders and find solutions, whether it be renegotiating existing debt terms, sourcing new equity or debt capital, or advising our client through an in or out of court-led restructuring or 363 sale.
Capital Raising
Source the capital to achieve your business plan.
Let’s make your vision a reality. Whether our clients are seeking capital to grow their business, refinance existing obligations, or take a few chips off the table, we have them covered.