Services

Capital Formation

Growth & Transition Advisory Services:
Capital Formation

There comes a time in the life of every business when the owner(s) must decide what happens next. Evaluating the business early allows time to build plans to optimize value and growth potential. A solid value-based plan also positions the owner for a smooth exit, whether to sell, transfer, or dissolve. We continually develop and improve our processes to evolve with the needs of our clients, giving them more control over when and how they transition the business. Our all-encompassing approach means less stress and more value for you.

As a boutique firm, our affiliate, 2nd Generation Capital, LLC has a principal involved in every engagement, providing the personal service you deserve. No matter what point you are in the business cycle, we have the resources to support you. Our services include:

Merchant Banking: New Business Projects

We have acted in a variety of operational and advisory roles, both hands-on and at the board level. These activities are designed to help founders navigate the various planning, financial, and management issues associated with a company’s growth. We help clients with:

  • Advisory services
  • Business modeling
  • Early-stage investments

Financial Advisory: Finance-Oriented Projects

Our practical, real-life experience, along with industry credentials from nationally recognized organizations, help us provide our clients with constructive, competent expert service and opinions including:

  • Financial modeling
  • Exit planning
  • Valuation opinions
  • Fairness opinions
  • Litigation support
  • Cash management

Investment Banking: Transaction-Oriented Projects

We secure financial resources (debt or equity) for companies and represent buyers/sellers in private-company transactions. We actively participate in arranging and negotiating the transaction. We help clients with:

  • Capital formation
  • Acquisition financing
  • Recapitalizations
  • Management buy-outs
  • Debt restructuring
  • Mergers & acquisitions

See our growth & transition flyer for sample transactions.

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