SERVICES
INDUSTRY FOCUS
Our depth of experience in sales or mergers, management buyouts, recapitalizations, ESOP formations, and corporate restructuring allows us to provide thoughtful strategic advice to a broad range of clients across our core industry groups. Select an industry to learn more about our expertise.
VALUE
INVESTMENT BANKING
For more than 15 years, middle market companies have relied on us for our deep industry knowledge, patient guidance, and unparalleled service through every step of a financial transaction.
Our industry focused bankers provide a full range of strategic alternatives including mergers and acquisitions (M&A) advice, private capital raising, and other financial advisory services to family-owned businesses, private equity firms and their portfolio companies, divisions of large corporations, and secured and unsecured creditors of middle market debtors. Our depth of experience in sales or mergers, management buyouts, recapitalizations, and ESOP formations allows us to provide thoughtful strategic advice to a broad range of clients across our core industry groups.
Our is committed to developing and nurturing productive, long-term relationships with leading middle market private equity firms. Learn more about our Financial Sponsor Coverage team.
SERVICES
CAPITAL MARKETS
Delivering highly customized solutions to meet the specific financing needs of our clients.
Our Capital Markets group works with our clients to deliver customized solutions to meet their specific needs. Our senior professionals have placed billions in debt and equity capital for middle market companies, and have the expertise to create thoughtful, tailored structures. Our highly experienced team of bankers can access the entire spectrum of capital markets products from senior capital through to junior capital and have meaningful experience developing and running competitive processes to optimize financing terms and pricing depending on the goals of our clients.
Whether our clients are looking to pursue growth opportunities, consummate acquisitions, or address shareholder liquidity objectives or recapitalizations, our team is particularly adept at helping companies tell their story and positioning the right message for the right structure. Debt providers have different goals from equity investors and our ability to help our clients create and deliver the right content to these capital providers optimizes outcomes. We have a robust network of relationships with banks, traditional lenders, institutional investors, credit funds, hedge funds, insurance companies, structured equity and private equity funds, and family offices that enable us to offer:
Senior Secured Debt
Unitranche Facilities
High Yield Notes (Corporate Bonds)
Senior Unsecured Debt
Subordinated and Mezzanine Debt
Structured Equity
PIPE’s
Private and Public Equity
Our investment bankers manage execution from developing the initial concept to negotiating the final agreements. We develop detailed financial models to analyze and evaluate the quantitative and qualitative aspects of a financing decision. Our senior level bankers remain involved, engaged and focused through the entire execution process of the transaction.
