Our Services

Capital Formation

Capital raising to include

  • Senior and Mezz debt
  • Growth equity, non control
  • Control equity

M&A Advisory

Buy-side representation

  • Conducting searches to identify acquisition targets
  • Arranging for acquisition financing, debt, and equity
  • Advisory for from 1st contact to the successful closing

Sell-side representation

  • Developing marketing materials and information to best achieve valuation expectations and a successful outcome
  • Industry research to identify the universe of potential buyers, both strategic and financial
  • Manage the process from beginning to a successful negotiated closing

SPAC Advisory

Formation

  • Work closely with Management Teams, including Private Equity and Family Office teams that would like to explore a SPAC strategy for pursuing a large acquisition
  • Turnkey advisor to include interviewing underwriters, selecting legal, accounting specialist, and conducting acquisition search, managing the process until a Business Combination is completed

Merger

  • We represent private companies that would like to be considered as SPAC target to be acquired and taken public
  • Conduct a detailed search to match formed SPACs with specific industry criteria and representing the target during all phases of the negotiations