Private Transaction Group
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To choose the right path
you must know all
the possible alternatives.

We integrate our clients'
financial and legal professionals
into one cohesive team
to achieve their goals.

We achieve superior
results for our clients
through the development
of a structured plan.

Summary Of Services

Investment Banking

Investment banking services play a critical role in a company's progress toward growing to its full potential value.
Services include: mergers and acquisitions, private placements of equity and debt, arranging senior credit facilities and term loans.

  • Representation of Sellers of Companies
  • Corporate Divestitures and Leveraged Buyouts (LBOs)
  • Management Buyouts (MBOs) and ESOP Buyouts
  • Buyout Financing Strategy and Placement
  • Finding Strategic Partners
  • Structure the terms of equity and debt securities

Mergers & Acquisitions

In-depth analysis of our client's marketplace, their products, services, markets, management and growth strategies is presented in the Offering Memorandum to institutional investors as well as public and private companies in executing transactions on behalf of our clients. Services include:

  • Prepare a Confidential Business Memorandum
  • Prepare market valuation
  • Identify lenders or equity partners
  • Supervise the due diligence process of investors
  • Negotiate the terms of loan/equity and or share purchase agreements
  • Coordinate closing of the transaction

Restructurings & Recapitalizations

Private and family-run companies facing generational transition or transition to professional management need help working through potential problems and financing of a new ownership structure. Sometimes, a sale of a partial interest to an institutional investor is preferable to an outright sale because it preserves opportunities to continue growing a company. Services include:

  • Identifying optimal capital structure
  • Structuring the balance sheet
  • Selecting the most flexible financing at the most favorable terms
  • Coordinating the entry and exit of new capital providers
  • Negotiating the recapitalization or restructuring
  • Valuation of the Enterprise

Market Valuation

Knowledge of a business's current market value is critical to successful planning for growth or for the realization of value through a sale. Services include:

  • Recasting of financial statements
  • Five year proforma of future cash flows and working capital requirements
  • Market research and analysis
  • Risk considerations and value enhancers
  • Market valuation of the enterprise

As the owner of a successful business, you must periodically evaluate your company's potential and determine its impact on your professional and personal goals. At some point you may decide your most attractive option is the sale, merger, partial sale or recapitalization of your business. Quite possibly the most important financial decision you'll make, and one that most business owners will encounter only once, having an experienced advisor can be invaluable. The combination of personalized attention, a strategic marketing approach and access to information about thousands of buyers, both domestic and international, can mean the difference between a profitable transaction and a lost opportunity.