ACQUISITION STRATEGIES

We serve middle market companies and divisions of major companies in areas of:

• Buying and selling companies (M&A).
• Arranging debt and equity financing.
• Operations, organizational and human capital management consulting.

Companies come to us when

• they want to sell (or are deciding whether to sell).
• they want to buy another company.
• strategic planning is required.
• they need expansion or working capital.
• they need an expansion plan that will persuade investors or lenders.
• the management team wants to buy out the owner.

Before we accept a Merger or Acquisition assignment, we listen carefully to the overlapping or even contradictory requirements of the various stakeholders. Finding an acceptable balance of interests and maximizing the return for the owners are issues our team members take very seriously. In some cases, the proper course of action is to prepare the company for later sale in order to maximize its value or minimize the tax burden. Our services include:

Mergers and Acquisitions

Business sales and mergers
Buy side acquisitions
Confidential business review / sale document
Rollup conceptions, strategies, implementation

Corporate Finance

Equity sourcing
Financial structuring
Loan sourcing and presentations

Management Consulting

Enterprise Value Estimates
Due diligence support
Exit and acquisition strategies
Operations analysis
Strategic planning and business plans