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M&A Advisory Services

Sellside Assignments / Recapitalizations

Frequently founders, owners and CEOs of middle market IT and Business Services companies, as well as private equity firms which have invested in these companies, retain us to represent them in private sale transactions. In many situations, they seek to sell 100% of their holdings. In other cases, they choose to sell only a portion of their shares in order to:
  • Achieve personal liquidity
  • Attract a financial partner while recapitalizing the company’s balance sheet
  • Undertake a new growth initiative
  • Finance an acquisition
Whatever the case, they hire us to optimize outcomes in these transactions, to apply our creativity in difficult situations, and to provide them with the benefits of our expertise, wisdom and relationships.
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Unlike many other investment banks, we invest in relationships with clients well before they decide to embark on transactions.

During this period, we contribute market data and share intellectual capital with them, convey the benefits of our transaction experience and learn about their corporate, personal and family priorities. By doing so, we earn their trust and are able to help them make smarter decisions about their strategies, timing and transactions in an effort to assure that they achieve optimal outcomes.

Our priorities are to:

  • Deliver unbiased, data-driven and creative advisory services to our clients
  • Generate transactions that work for them, both now and over the long term
  • Earn the right to become their trusted investment banking partner based on the quality of our advisory and execution services

Buyside Programs

Because of our deep domain expertise, we represent large companies regularly as they define and execute long-term acquisition strategies. Our industry knowledge enables us to identify logical target companies efficiently. Our relationships with many of these targets position us to reach them, at the owner or CEO level, expeditiously. We couple a large database of contacts and a unique, proprietary approach to managing acquisition programs and processes to deliver real results for acquirers.

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Corporate Divestitures

Divestitures of business units by large parent companies, like private sale transactions, can be complex and time consuming. Sellers are interested in speed of execution and certainty of closing. With our detailed knowledge of the acquirer universe, we are able to find the right buyers quickly—and sometimes preemptively—for sellers. Working with parent companies and their business units, we design efficient sale processes which provide speedy execution, generate outcomes that deliver against expectations, and produce a high likelihood of closing.

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Restructurings

Even great companies fall on hard times periodically. Partnering with us, distressed middle market IT and Business Services companies and their owners or investors can frequently “find a light at the end of the tunnel.” Because our relationships extend broadly from strategic acquirers to private equity investors to lenders who understand the issues which are unique to these companies, we are able to design solutions that convey value to them and their shareholders—even in complex situations.

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