Investment Banking & Capital Markets

Investment Banking & Capital Markets

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 

Top Sectors Represented: