Mergers and Acquisitions Advisory Services
Sale/Recapitalization Advisory
Sales - We provide financial and transactional advisory services to all types of owners of companies whose objective is to sell their business, including sales by owners of closely held companies, divestitures of portfolio companies held by private equity groups, divestitures by larger private and public companies of divisions or subsidiaries, and sales of smaller capitalization public companies.
Recapitalizations - We provide financial and transactional advisory services to owners of companies whose objective is (i) to monetize a portion of the value created in their business typically in order to diversify their personal wealth concentrated in their business, (ii) to gain access to additional capital to grow the business either organically or through acquisitions, and/or (iii) to restructure and/or optimize their companies’ capital structure.
We provide financial and transactional advisory services to all types of owners in all types of recapitalizations, including
- (i) "Minority Recapitalizations," the sale of typically less than 50% of the voting and economic interests in a business, and
- (ii) "Majority Recapitalizations," the sale of typically greater than 50% of the voting and economic interests in the business.
The financial and transactional advisory services on recapitalizations generally combine the types of services provided on for a sell side engagement with the types of services provided on a capital raising engagement.
- Equity Recapitalizations
- Subordinate/Mezzanine Debt Recapitalizations
- Senior Debt Recapitalizations
- ESOP Recapitalizations
Most of our sale or recapitalization engagements involve a full-scale investment banking “marketing and sale/investment process” to market the client’s opportunity to all of the interested, financially qualified candidates.