Investment Banking

Our capabilities include:

• Target Identification: Identify, evaluate, and prioritize potential acquisition targets.
• Initial Contact: Approach target’s owners and investors and negotiate mutual NDAs and letters of exclusivity.
• Due Diligence: Conduct due diligence to identify elements of value and assess risks and future opportunities.
• Valuation Analysis: Evaluate target’s financials and competitive position in market.
• Negotiation Support: Advise on negotiations and deal terms.
• Finalize Transaction: Document negotiation, schedule agreements, and define earnouts and future consideration.
• Integration Planning: Plan for post-acquisition integration.

Our capabilities include:

• Due Diligence: Conduct due diligence with the goal of maximizing the seller’s valuation.
• Strategic Positioning: Identify value drivers and the narrative of seller’s business.
• Accounting Services: Provide sell-side Quality of Earnings and other accounting analyses of the value of the seller’s business.
• Global Buyer Network: Work with our global network of thousands of strategic, private equity, family office, and individual buyers.
• Marketing Materials: Create market-ready documents, including Confidential Information Memorandum (CIM) and Management Presentations.
• Competitive Sale Process: Structure a sale process that provides an even playing field and imposes competitive tension on buyers.
• Structuring and Negotiating: Identify potential deal structures and negotiate the terms of the sale transaction.
• Post-Closing Transition: Assist and advise in the period after closing, including with respect to transition services agreements and continuing relationships.

Our capabilities include:

• Evaluate the Capital Need: Understand the approximate amount of funding the client requires and where the funds will be allocated.
• Identify Potential Investors: Identify potential investors for the specific type of funding (debt or equity or hybrid) and amount to be raised.
• Private Placement Memorandum (PPM): Work with the client’s legal counsel to design, draft and finalize a private placement memorandum or other selling materials to be provided to potential investors.
• Investor Presentations: Coach, advise, and assist the client with presentations to potential investors either individually or in investor groups.
• Due Diligence: Manage the investor due diligence investigation process on behalf of the client, emphasizing investment merits and explaining issues.
• Completing the Capital Raise: Finalize the terms, conditions, and pricing, and with legal counsel, the definitive documentation for the raise, with emphasis on the pricing and the total number of securities to be issued.

Our capabilities include:

• Strategy and Tactics: Develop a sector acquisition strategy along with tactics for approaching a would-be target.
• Facilitating or Defending the Approach: Approach a target or repel a suitor, creating competitive tension.
• Definitive Agreement Negotiation: Negotiate preliminary letters to the board, indications of interest, term sheets, memoranda of understanding, and ultimately a definitive merger agreement between the acquirer and the target.
• SEC Filing: Work with legal counsel to draft preliminary proxy materials with which to solicit the approval of the target’s shareholders.
• SEC Review and Revisions: Assist legal counsel in addressing SEC comments, make necessary revisions to the proxy materials, and oversee distribution of the definitive proxy materials.
• Shareholder Adoption: Advise and assist the client in presentations advocating the adoption of the merger agreement by the target shareholders, and coach client on responses to anticipated questions from stakeholders.
• Closing Merger Conditions and Transition Issues: Advise the client in administration of conditions to the parties’ obligations, including receipt of required regulatory approvals, transition plans, employment agreements for key employees, and other matters, to close the merger.