We are dedicated to introducing the best customized solutions for your capital market objectives. We offer advisory expertise in Equity Capital, M&A and Debt Capital.

M&A Advisory: Our experts routinely advise firms seeking to acquire another company.

Our Approach: We identify and develop winning bids for the gems hiding in plain sight. We also arrange financing solution through our colleagues covering Leveraged Acquisition Financing solution.

We work closely with clients to determine their future funding needs and optimal capital structures. We then leverage our experience and a broad network to source new capital or negotiate terms on existing facilities.

Sell-Side Advisory: We guide clients through every stage of the life cycle to successful prepare, market, and sell their business through a proven process.

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: Market Assessment, Synergy Valuation, Target and Criteria Development, Target Due Diligence, Quality of Earning Analysis, Process Management, Approach and Negotiation, Due Diligence and Closing, Debt Structuring and Negotiations.