We’re known for our innovative financing solutions that support complex corporate strategies, as well as our long–standing client relationships. Our capital markets business seeks to leverage our operational expertise and world class institutional and retail distribution platforms to partner with existing owners and management to maximize value at the time of a public or secondary market offering.
We are:
- Assessing a company’s optimal capitalization and sources of incremental capital.
- Developing a target investor group and effectively positioning the company’s story to the investor community.
- Preparing all investor materials and managing all communications with potential investors.
- Managing the due diligence process and all investor inquiries.
- Assisting with necessary documentation to expeditiously execute a successful capital raising.
- Assessing the most appropriate group of investors to assist the company in its long–term plan.
Our advisory business serves as an independent sounding board and advisor on every strategic, financial and operational issue our clients face in the daily management of their businesses. We view our clients as partners, which ultimately means that our focus and dedication extends far beyond that of traditional investment banking advisory services – and includes a commitment to senior level focus.
- Exploring, evaluating and recommending financial and strategic alternatives
- Assessing potential acquirers and targets and providing valuation analyses.
- Negotiating and Consummating transactions.
- Advising on transaction structuring, timing, pricing and potential financing.
- Providing Fairness opinions