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TRANSACTION SERVICES

We accelerate investor identification and ensure deals are well researched, organized, and advantageous for companies and investors
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PROVEN RESULTS

We offer a complete set of transaction advisory services for both Mergers & Acquisition and Capital Raise activities. Our team leverages considerable deal experience and a strong investor network to tightly manage transactions while remaining highly engaged with management teams and shareholder groups. We have worked with over 80 VC funds and typically support deals ranging from $500K to $10m.

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Service Area Expertise

MERGERS & ACQUISITIONS
Buy-Side Services

Align objectives with realistic opportunities for acquiring companies and strategic capabilities.

We typically engage with our clients for a significant period to provide the analysis, insights, process management and execution of selected transactions. Our professionals work with client teams and select partners to ensure post-acquisition integration success and performance.

Sell-Side Services

Identify comprehensive and realistic opportunities to sell your company or strategic assets to drive performance goals

Our process ideally begins six months to a year prior to transaction completion allowing our team to properly guide management and operations improvements. We typically deliver the following for our clients:

  • Comprehensive review of our client’s operating conditions, management team, corporate strategy, differentiators, and growth prospects
  • Clear and achievable improvement strategies to maximize sale value
  • Expert valuation guidance and communication of deal expectations
  • Exhaustive market research and approaches to bring the company to market
  • Professional and visually appealing selling materials that differentiate our clients
  • Transaction management by our senior investment banker
CAPITAL RAISE SERVICES
From Seed to Early Growth Companies.

Successfully and confidently engage with the right set of investors.

We advise clients desiring to raise either equity or debt capital with a focus on early-stage ventures. We typically deliver the following for our clients:

  • Detailed review of operating conditions and capital requirements
  • Analysis of the range of value for the prospective securities to be offered
  • Target lists of the most relevant institutional and accredited investors
  • Structured, professional and compelling company “story” materials
  • Consultation with legal counsel to ensure accurate and fully compliant documentation
Distressed Situations

Stabilize your company position and develop a recovery strategy.

We use a strategy consulting model to determine root causes of deteriorating performance and quickly build operating, restructuring and financial plans to address the situation at hand. Our urgent, high impact analysis and guidance helps stabilize companies experiencing adverse financial conditions that imperil their continued operation. Our approach includes the following steps:

  • Diagnose key challenges to profitability
  • Complete market comparisons of margin performance, service delivery, and optimization of capital structures
  • Identify strategic and tactical solutions such as sales of assets, closure of operations, pricing changes or the sale of the entire enterprise
  • Executing management and board directives to drive the process to conclusion