Our Clients

Our clients are owners of middle market businesses in a wide variety of industries that typically have revenues of between $10 million and $500 million.

Liquidity Transaction Clients

(Sale or Recapitalization)

 

Our liquidity transaction clients are typically business owners who desire to achieve a cash liquidity event to unlock some or all of the value they have created in their businesses.

A number of dynamics, among others, drive a decision by our business owner clients to explore a liquidity event transaction.

  • A business owner decides it’s time for retirement

  • A business owner desires to diversify his / her estate

  • A business owner receives one or more unsolicited acquisition overtures for their company

  • A business owner sees attractive market dynamics and consolidation activities in their segment

  • A business owners has another attractive commercial opportunity he / she wishes to pursue

  • A business owner does not have an ideal succession plan

  • A business owner has a family member or partner capable of taking over the business but desires a liquidity event in connection with this transition

Capital Raise Transaction Clients

(Growth Equity, Junior Capital, Subordinated Debt and Senior Debt)

 

Our capital raise transaction clients are typically businesses which require additional capital to fund their growth or execute on other strategic initiatives that are important to the long term success of the business owners and their businesses.

A number of dynamics, among others, drive a decision by our business owner clients to explore a capital raise transaction.

  • A business is growing rapidly and requires additional working capital to optimally take advantage of commercial opportunities at hand

  • A business desires to expand its operations and needs additional capital to open new facilities, hire additional staff, expand internationally or make growth oriented capital expenditures

  • A business owner is no longer interested in personally guaranteeing a bank facility or other debt obligations

  • A business is overleveraged or has stringent debt covenant requirements and would benefit from longer term capital with less burdensome repayment obligations

  • A business is presented with an attractive acquisition opportunity and requires capital to fund the acquisition

  • A business owner desires to purchase the ownership interest of another business partner or shareholder

  • A business owner seeks to effect a debt recapitalization to achieve a cash distribution from their business