INVESTMENT BANKING SERVICES

MERGERS & ACQUISITIONS

  • Sell Side Advisory
  • Buy Side Searches and Advisory
  • Majority Transactions
  • Corporate Carve-outs

EQUITY RAISES

  • Minority Transactions
  • Growth Equity
  • Secondary Transactions
  • Structured Equity

DEBT PLACEMENT

  • Senior and Bank Debt
  • Junior, Mezzanine, and Unitranche Debt
  • ABL, Factoring, and Specialty Facilities
  • Acquisition Financing

ADVISORY & CONSULTING SERVICES

TRANSACTION CONSULTING

  • Pre-transaction Deal Preparation & Strategy
  • Post-closing Transition / Integration
  • Capital Structure Planning

DUE DILIGENCE

  • Independent Valuations
  • Deep Business and Financial Diligence
  • Financial Statement Analysis

FINANCIAL REVIEW

  • Termsheet/LOI, Purchase Agreement, Loan Doc, and Operating Agreement Reviews
  • Cap Tables and Equity Waterfalls
  • Covenant & Debt Servicing Analysis