M&A Advisory Focused on the Middle Market
- Transactional advisory service for institutional investors and creditors focused on the middle market
- Bulge bracket investment bankers focusing on sell-side and buy-side advisory for healthy and distressed companies, both private and public
- Advisory for sponsor-backed entities on divestitures, acquisitions, corporate carveouts and reorganizations with strong sector experience
- Debt capital markets advisory for event-driven situations, growth initiatives, recapitalizations and acquisition financing
Detailed Services Offered:
Sell-Side Advisory
Evaluate exit strategies (full sale, minority recapitalization, ESOP, 363 & IPO), market analysis and timing
In-depth financial analysis, modeling and benchmarking with comparable company data & precedent transactions
Targeted outreach to strategic and financial buyers through our network for non-distressed and distressed assets
- Optimize deal terms, structure and lead the negotiation of final documents
Buy-Side Advisory
Sector and geographic targeting based on investment thesis while aligning with objectives and risk of sponsor
Proprietary deal sourcing & off-market opportunities while leading diligence
- DCF, LBO and accretion/dilution impact services while contemplating leverage options
- Term sheet and purchase agreement negotiation while optimizing capital structure and financing terms
Private Capital
- Acquiring new platforms, funding managed buyouts and executing strategic add-ons
- Enhancing working capital, recapitalization and funding growth (new product, geography, or team expansion)
- Bridge & Rescue Financing – Urgent capital solutions for liquidity shortfalls or delayed exits
- Restructuring existing liabilities to preserve enterprise value while addressing liquidity shortfalls