Services

Capital Raising

The ability to efficiently raise capital can be a critical component to the success of any business. Raising capital can also be a difficult and time-consuming process, especially for a growing company. We work with our clients during the entire capital raising process to maximize their opportunity for success. We have an extensive network of venture capital firms, private equity firms, and lending institutions that we access for our clients to raise private equity and debt. Our goal is to provide our clients with easier access to capital at more favorable terms, so they can concentrate on running their business. We have the capabilities to handle private placement transactions in excess of $50 million and the nimbleness to raise as little as $3 million for promising emerging companies.

M&A Advisory

Buying or selling a business can be an opportunity to create or to lose a tremendous amount of value for shareholders. A properly executed M&A process can add significant value both in the sale price and deal terms achieved. Expertise, adept negotiation skills, rational analytics and creative problem solving are all keys to achieving a successful outcome. Whether you are looking to buy or sell a business, with our experience we can provide the resources and expertise to assure that the process is managed to maximize your value. Our efforts are focused on transactions greater than $10 million.

Strategic Advisory

We assist our clients in assessing the full range of both business and financial options to achieve their objectives. This assistance may include evaluation of acquisition targets, exit strategies, business plan preparation, alternatives for raising capital or evaluation of internal business expansion opportunities.

Debt Restructuring

Many otherwise successful businesses face challenges that make it difficult to meet certain debt obligations. We can assist in negotiating with all parties to achieve permanent debt relief or restructuring of the overall capital structure. The goal is to leave the business with an optimized capital structure that supports future growth with realistic debt obligations.

Fairness Opinions/Valuation Analysis

We utilize a comprehensive approach to provide you with a detailed business valuation for tax or estate purposes. Additionally, we can provide a Fairness Opinion for M&A transactions that involve a diverse set of shareholders.