Where We Help
Taking Chips Off the Table
Selling the company
Buying out partners
Leveraging assets/value
We Need Fuel to Grow
Raising capital
Acquisitions/Roll-ups
New divisions/ventures
We’re Against The Wall
Urgent liquidity needs
Strategic pivots
Debt due or in default
Tools
M&A
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Strategic and financial buyers
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Unconventional buyers such as family offices and SPACs
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Targeted and broad processes
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JV's, mergers of equals, spin-offs, and other creative options
Equity & Debt Financing
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Equity, Debt & Hybrid Structures
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Bridge Financing Where Needed
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Commercial Financing
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Our Network Includes a Broad Universe of Investors
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Alternative Funds​
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Family Offices
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Private Equity
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Banks
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Strategics (usual & unusual)​
Refinancing & Recapitalization
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Refinancing debt that is maturing, in default or unsuitable
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Conversion of debt to equity
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Rationalization of multiple equity classes
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Simplification of the capital structure
Creditor/Shareholder Negotiation
Advising on and facilitating negotiations among shareholders, creditors, and the company
Strategic Initiatives
Our strategic team can help plan and execute key commercial initiatives, including new divisions or business lines, joint venture, patent or trademark licenses, joint marketing agreements, and others
Direct Investment
For select opportunities, our affiliates or partners may invest directly. We identify these situation clearly in advance to protect against conflicts of interest. We also may take a portion of our fees in the form of equity.
Industries
Technology
Engineered Products
Industrial Tech
FinTech
Cleantech
Medical Device/Equipment
Business Services
Tech-enabled Services
Marketing Services
SaaS
HR-Related
Government Contracting
Consumer
Ecommerce
CPG
Food & Beverage
Experiential
Other
Internet & Digital Media
Telecom
Data Centers
Specialty Finance
Examples of Our Work
Selling an industrial technology company in the energy efficiency space to a strategic buyer
Closing the sale of an energy storage technology venture and separate energy solutions business to two strategic buyers
Running a sale process for a staffing firm, resulting in 7 offers and an above-market sale to a strategic
Helping a consumer services roll-up raise capital, design an M&A process, and negotiate acquisitions
Leading multiple acquisitions of physician- and corporate-owned sleep diagnostic labs
Helping a consumer data analytics startup close an inside round, negotiate with a lender and field an inbound offer, all during COVID
Selling an assistive technology company to a leader in exoskeleton rehab technology
Raising alternative financing for an early-stage niche CPG business
Raising multiple rounds of equity for an emerging mobility technology venture
Raising debt financing for a public SaaS company to consummate an acquisition quickly
Helping a leading market research firm acquire an experiential marketing company
Advising a micro battery company on sale and financing alternatives, generating 5 offers
Certain transactions may have been completed by the firm’s professionals at prior firms.