Advisory Services
Some would say that our advisory focus is pretty narrow. We would say that it is best to be “an inch wide and a mile deep”. We commit to being impactful in everything we do, which means focusing on areas where we have expert training and many years of experience. Perhaps most important, and a key distinction in favor of our clients, we do not delegate work to less experienced colleagues. Your transaction is too important to be a training ground for bright but less experienced advisers. Lastly, we focus on serving entrepreneurs. As such, we provide expert advice while avoiding potential conflicts with private equity and large corporate counter-parties. Our three service lines are detailed below.
Sell-Side
Presale preparation advice
Indicative value range estimation - provided pre-engagement
Review of alternatives and design of sale process
Preparation – prospective buyer research, information memoranda, buyer presentations, virtual data room facilitation
Process - outreach to prospective buyers, indicative letters, management presentations/Q&A, letters of intent, site visits, due diligence
Deal and contractual negotiations and closing
Buy-Side
Identification and analysis of potential opportunities
Narrow outreach to targets
Business level due diligence
Advice on bidding tactics and strategy
Preparation of indicative offers and letters of intent
Structuring and acquisition financing
Deal and contractual negotiations and closing
Finding Capital
Review of financing alternatives and development of optimal capital structure
Expansion capital - for acquisitions and/or organic growth
Refinancing
Distributions to principal(s)
Management buyouts
Senior, subordinated, structured, and minority equity options considered