Specialization and Perspective
We provide expert investment banking advisory and execution services to middle market IT and business services companies.
We work almost exclusively with IT and Business Services companies so that our clients can benefit from our focus.
We believe that it is very important for our clients to know that we do not dilute our efforts with coverage of other sectors and our relationships reside with constituencies which are or will be important to them. We also know that specializing enables us to be “in the flow” and to access proprietary data on transactions completed for other IT and Business Services companies.
Having served in senior positions at leading, global investment banks, we know that we can provide clients with a level of sophistication which is not typically available to middle market companies.
We have successfully negotiated complex transactions and have real expertise in cross-border merger/acquisition deal structuring. Most smaller firms are unable to deliver this skill set.
Our priorities are to:
- Deliver unbiased, creative advice to our clients
- Tell them what we think rather than what we think they want to hear
- Produce optimal outcomes for them and negotiate transactions that "work," both now and over the long term
- As the result of the quality of our advice and execution, earn the right to become their trusted investment banking advisor going forward
Buyside Programs
Because we work exclusively with IT and Business Services companies, we regularly represent large companies in these sectors as they define and execute long-term acquisition strategies. Our deep industry knowledge enables us to identify logical target companies for them readily. Our relationships with many of these target companies position us to reach them, at the CEO level, expeditiously. Because we have developed such a deep database of contacts and a unique approach to managing acquisition programs and processes, we are able to deliver real results for acquirers.
Corporate Divestitures
Divestitures of business units by parent companies, like private sale transactions, can be complex and time-consuming. Sellers are interested in speed of execution and certainty of closing. Because we have detailed knowledge of the IT and Business Services 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 will design unique and efficient sale processes which generate outcomes that deliver against expectations, provide speedy execution and produce a high likelihood of closing.
Restructurings
Even great companies can fall on hard times. Partnering with us, distressed IT and Business Services companies and their investors can “find a light at the end of the tunnel.” Because our relationships extend from equity investors to lenders who understand the issues which are unique to these companies, we are able to design solutions which convey value to them and their shareholders—even in complex situations.