Investment Banking Advisory
Professional Guidance for Sellers and Buyers of Privately-held Companies
Our experienced M&A advisors and investment bankers help business owners and corporate buyers navigate the complex process of buying or selling a company. With more than 30 years of transaction experience, we combine market knowledge with hands-on execution to deliver successful outcomes for privately held and family-owned businesses.
M&A Advisory
Whether representing business owners looking to sell or corporations pursuing acquisitions, our highly experienced M&A advisors provide comprehensive guidance throughout the transaction process. We assist with valuation and pricing, strategy development, preparation of confidential offering memorandums, and the identification of qualified buyers or acquisition targets. From managing negotiations and due diligence to structuring and closing transactions, we focus on maximizing value, protecting confidentiality, and giving clients the confidence to achieve their strategic objectives.
Private Equity Recapitalizations
For business owners seeking growth capital, liquidity, or ownership transition, our experienced investment bankers connect companies with the right private equity partners. We advise on recapitalizations of $5 million and above, helping owners unlock liquidity, fund expansion or acquisitions, and bring in strategic partners. Whether majority or minority, we guide the process and structure transactions to ensure terms are favorable and aligned with long-term goals.
Strategic Alliances
While we primarily advise lower middle-market companies with enterprise values between $5 million and $100 million, for larger transactions, we leverage strategic alliances with leading global middle-market investment banking firms, allowing us to seamlessly serve clients on deals exceeding $100 million.