We are a leading middle market investment bank in Cleveland, Ohio, serving founders and owners of privately held businesses across a breadth of industries and sectors.
We are a leading middle market investment bank in Cleveland, Ohio, serving founders and owners of privately held businesses across a breadth of industries and sectors.
Services
1. Sell-Side M&A Advisory
We are trusted sell-side M&A advisors that maximize shareholder value through a controlled sales process, which we uniquely tailor to meet our clients’ needs and objectives.
2. Buy-Side M&A Advisory
We provide strategic support for successful buy-side M&A acquisitions, partnering with businesses that utilize buy-side M&A as part of their growth strategy.
3. Corporate Restructuring Advisory
We provide services to help our clients navigate difficult choices, offering a variety of workout or turnaround advisory services, including out-of-court workouts, §363 sales, Article 9 sales, recapitalizations, reorganizations, and litigation support and expert testimony.
4. Capital Raising
We advise privately held businesses on capital raising strategies for acquisitions, planned expansions, restructurings or recapitalizations, ownership transitions, and other strategic initiatives, helping to raise traditional and mezzanine debt and equity capital as required.
5. Business Valuations
We provide business valuation services to clients seeking clarity on the value of their business, either for transactional or compliance purposes.
Forum Presentation Topics
- Preparing for a Sale Process: Learn some key considerations and actions to take in advance of a sale process to maximize value, streamline the process, and set up the business for success post-close.
- Overview of a Sell-Side Process: Learn what it takes to complete a sale, and who you should have in your corner.
- What can go Wrong in a Transaction: What potential issues can arise during an M&A transaction? How will those impact you? We can share our experiences and how best to mitigate those issues.
- Growth through M&A: Should I grow my business through acquisitions, or focus on organic growth? How should I approach a potential acquisition target, and when is the right time? Best practices for inorganic growth and positioning the new organization for an exit.
- Business Valuation 101: How will buyers value my business? Does this vary between types of buyers (e.g., financial vs. strategic)? We can go over valuation theory, valuation in practice, as well as the various forms of consideration you can expect in an exit.
Contacts
