We advise and assist companies, of any size and in any stage, with structuring and accessing the ideal mix of debt and equity to finance growth, minimize the cost of capital, and increase business value. Whether issuing debt or equity in the private markets, or preparing financing proposals for all areas of the balance sheet - from factoring to secured credit facilities - we perform the analysis and prepare the documentation required to successfully complete these types of transactions in a timely manner. We have helped companies structure, access and close financing transactions ranging from $50,000 to $70 million.
We help companies by structuring and implementing strategies that build value, while aligning the business with the personal and financial goals of the owner before and after the exit. Owner transition and exit planning is a process, not a single event. The objective of the transition and exit planning process is to drive growth and increase the value of the business prior to an owner's exit. Through transition and exit planning owners can compare the economic value and risks of business ownership with other potential investment scenarios after a liquidity event, and plan for their business and personal financial present and future. It is about building and preserving family wealth for future generations and integrating best business practices into daily operations.
We lead and manage the process and resources involved in the efficient structuring and execution of mergers, acquisitions and sales. On the buy-side, we help entrepreneurs identify opportunities for growth through acquisitions. We structure and negotiate the terms of the deal, and find the financial resources to execute the transaction. On the sell-side, we help entrepreneurs assess the value of the business, improve value drivers prior to offering the business for sale, prepare offering documents that highlight value drivers and opportunities for future growth, and identify and contact potential buyers for the business, all in alignment with the personal objectives of the owner. We manage the transaction and lead all stakeholders toward successfully closing the deal.
Find sources of credit and equity financing.
Structure and negotiate the terms of a sale or an acquisition.
Assist with negotiating and structuring loans and investments.
Develop and implement growth strategies by acquiring other businesses.
Assess the value of your business.
Perform financial analysis and due diligence on potential acquisition targets.
Prepare your business for sale.
Prepare and implement your transition and exit plan.
Identify and contact potential buyers for your business.
Identify and implement strategies that drive growth and build business value.
M&A engagements in the financial services and business services industries.
Financing consulting for quick service restaurant and high-end restaurants.
Turnaround consulting for a telecommunications company.
Workout advisory to a manufacturing concern.
Strategic and expansion advice to a consulting firm.
Strategic, fundraising and financial advice to technology-based startups.
Market strategy and pricing discovery for a software company.
Fundraising advice to clean energy provider.