Investment Banking

Mergers and acquisitions is the process of selling your business to an outside party, whether a strategic buyer seeking to expand or a financial buyer such as a private equity group looking to invest. The process involves positioning your company in the marketplace, identifying and negotiating with qualified buyers, and structuring a transaction that aligns with your financial and personal goals. With the right advisors guiding you through each stage, M&A can transform the sale of your business into the most rewarding financial event of your lifetime.

M&A also works in the other direction. Acquiring a complementary business that can create a change in value, opening access to new customers, a broader product offering, and markets that would be challenging to enter on your own.

Whether you are selling to realize the value you have created or buying to accelerate your growth, the fundamentals are the same: the right target or buyer, disciplined diligence, and a well structured deal that protects your interests and advances your goals.

A recapitalization lets you take some chips off the table by selling a portion of your business to a private equity group, typically a majority stake of 70 to 80 percent, while converting part of your ownership to cash today. It is often the right fit for owners who want to stay active in their companies, are comfortable working alongside a partner, and can tolerate the risk that the relationship may not go as planned. The benefits are meaningful: reduced personal risk through diversification and the transfer of personal guarantees, fresh capital to expand and pursue acquisitions, rewards for key managers, and the potential for a higher return on your remaining interest if the partnership succeeds.