Our partners provide buy-side, sell-side, and divestiture financing and advisory for mergers and acquisitions (M&A), specifically for the emerging growth and middle market arena ($5 million to $150 million in revenue or enterprise value).
Our team of seasoned senior bankers have significant M&A experience in the middle market, having successfully completed numerous transactions in that market across a wide range of industries. The firm offers clients a personalized service, creative solutions, and the ability to close transactions quickly and on the best possible terms.
The team utilizes its wide network of economic, strategic, and private equity buyers to bring clients the highest market valuation. The firm has experience with a wide range of sellers, having represented:
Our partners have deep sector knowledge in investment banking and corporate finance, with the ability to finance deals swiftly. For diligence and readiness to launch, we are supported by US Capital Global Advisors, their experienced advisory and diligence group, using proprietary FinTech tools and processes for enhanced data analytics. Their Sales and Marketing Division has an extensive network of potential buyers to maximize sale value for our clients, coupled with all the benefits of a tried-and-tested digital marketing infrastructure. Upon post-close liquidity, our experienced Asset Management Division and our Wealth Management Division support our clients with tax-efficient structures and a comprehensive suite of wealth management services
Our team generates deal flow through an in-house team of experienced research professionals focused on meeting the client’s specific investment criteria.
buy-side services offer the firm’s private equity and corporate acquirers: