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Advisory

The Advisory Group at ߣߣÊÓƵ is honored to serve as a trusted advisor to business owners, corporations, capital providers, and investors by specializing in mergers & acquisitions, capital-raising, and strategic advisory services.

Whether serving as a transaction-based advisor to lead M&A or fundraising efforts, or serving as an ongoing C-suite extension to extract business insights, shape Board/partnership needs, or guide strategic value creation, ߣߣÊÓƵ enhances decision-making and brings clarity to execution for complex transactions and engagements.

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Who We Are

Our Experience

Our services are built on comprehensive industry knowledge, extensive transaction experience, and senior-level attention to every client engagement. Our professionals draw upon their wealth of experience as:
Investment Bankers
We have advised and consulted in billions of dollars of transaction value over many decades of experience at bulge and boutique banks
Operators
We have served as C-suite executives navigating the path to growth and profits
Entrepreneurs
We have cultivated platforms from proof-of concept to revenue generation
Investors
We have driven investment theses across verticals and global geographies

Our Principles

This experience further supports our guiding principles:

Clients

We put our clients’ interests first

Confidentiality

Discretion and confidentiality are vital to who we are and what we do

Excellence

We hire, train and continually develop the best in order to deliver the best

Honesty

Open, transparent communications are our hallmark

Integrity

We do what is right and strive to earn the trust of those we work with

Passion

We are driven by our passion for creating long-term solutions and value for our clients

Teamwork

We value collaboration, mentorship and mutual respect

Philanthropy

We give back by helping those in need and creating positive change

Our Services

The decision to sell, buy, or recapitalize is a pivotal moment for any business and requires a partner you can trust completely. We are known for deal-making experience, deep industry insight, and high-quality service when addressing the demands of complex financial and strategic business matters, such as: recapitalization; corporate or financial restructuring; expansion; liquidity creation; future sale; ownership succession; or management transition. By partnering with clients and providing strategic advice through every phase of a company’s development, we are uniquely positioned to support our clients’ long-term success.

Sell Side M&A

Our sell side advisory services address a wide range of business succession and shareholder liquidity objectives.  We understand the complexities involved in selling a company, and work with clients to control the process and mitigate potential risk by providing sound strategy and valuation guidance based on comprehensive research and years of experience spanning hundreds of transactions.

Buy Side M&A

We represent corporations, private equity firms, and investors seeking to acquire middle market companies.  We provide a comprehensive, end-to-end service offering. This includes identifying the universe of potential acquisition targets matching clients’ strategic objectives, negotiating with prospective sellers, and quarterbacking the due diligence and transaction closing processes.

Divestitures

A divestiture is the sale of subsidiaries, divisions, or assets of companies due to lack of alignment with the parent company’s strategic plan or liquidity needs of the core business. Divestitures are distinctively different from traditional third-party transactions and require an advisory team expert in navigating the intricacies of this unique sales process.  Clients rely on our deep experience supporting divestitures to achieve optimal terms and price customized to clients’ interests.

Management & Leveraged Buyouts

We advise clients on the full spectrum of complexities associated with management and leveraged buyouts.  Our investment bankers objectively and thoroughly approach each stage of the buyout process while working closely with the client’s senior management to guide negotiations and structure deal terms in line with the clients’ financial and strategic goals.

Debt & Equity Recapitalizations

Our bankers have helped middle market businesses raise equity and debt capital to fund acquisitions, restructurings, recapitalizations, and expansions.  Our clients rely on our financing expertise to help them analyze present and future capital requirements, evaluate their firms’ short term and long-term financing options and leverage its international network of financial resources to negotiate the strongest possible deal terms.

Strategic Initiatives

We use our strong network of private equity, venture capital, and entrepreneurial communities to establish and expand strategic alliances that will accelerate success for clients.  Additionally, we identify and negotiate positions in early-stage and growth-stage companies that complement principal capital theses involving data & analytics and ESG initiatives.

Market Insights

Our Quarterly Market Insight update features a deep-dive into the U.S. M&A transaction landscape including deal volume, capital invested, transaction multiples, and the largest recently completed transactions.

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