Banking
Strategic acquisitions, management buy outs, multi-location expansion, working capital solutions.
When businesses find themselves at a crossroads, we are there to provide direction. Whether your goals are short term, mid-term, or long-term — we’ll provide the dedicated services to get the job done.
MANAGEMENT & PARTNERSHIP BUY-OUT
We are counselors as well buy-side advisors. We ensure that the transition from one owner to the next goes as smoothly as possible. This transition is mission-critical to us. Our goal is to preserve the core business asset that partners have built. We get involved from the first thought of a buyout, and stand with our partners all the way through the closing of the transaction.
MULTI-UNIT RESTAURANT & FRANCHISE EXPANSION
We help multi-unit Franchisee owners and Multi-Unit Restaurant groups grow their business by providing access to debt financing. Our extensive knowledge of debt products allows our team to customize a debt expansion strategy for growing brands and stores.
SPECIAL SITUATIONS
We have experience in almost all industries and have advised and structured acquisitions for a wide variety of partners. Our transactions have run the gamut from high-tech security companies to brick-and-mortar manufacturing businesses.
DENTAL & MEDICAL PROFESSIONAL PRACTICE GROUP
We accelerate the growth of successful multi-practice owners and Dental Support Organizations. Most partners come to us because they have encountered challenges with their current lending institution that hinder their growth. We alleviate the financing challenges by structuring new credit facilities. We accommodate their growth and acquisition strategy well into the future.
GOVERNMENT CONTRACTING & SERVICES ACQUISITION
We understand the banking requirements for government contractors AND can structure financing for its working capital. Through acquisitions, we can successfully assist 8A companies as they transition out of 8A.
Advisory
Revenue stream analysis. Productivity analysis. Human capital performance analytics. Statistically-driven projections for each revenue stream.
Our advisory practice is different. Our partners engage us to make sure that they are on the right path, which is critical when acquisitions are part of their growth strategy. We track and identify potential problems before they become problems.
REVENUE & GROWTH MARGIN ANALYSIS
We work closely with our partners to analyze and evaluate revenue streams from all possible angles including (but not limited to) distribution channels, providers, and direct channels. We work with our partners to focus on what is happening above the gross margin line. It is our belief that the true health of a company should be measured with what happens at gross margin. By focusing on this, we quickly avoid potential future problems.
PRODUCTIVITY & HUMAN CAPITAL PERFORMANCE ANALYTICS
Are your assets (your people) working and producing at the appropriate levels? This is the one question every CEO needs to ask. Our performance analytics answer that question and provide actionable solutions.
STRATEGIC & FINANCIAL ADVISORY
Because we are already the bankers for our partners, our Investment Banking group is able to develop growth strategy with the leadership of our partners. We work closely post-transaction to analyze, evaluate and re-assess any opportunities that will be presented with our partners. If the needs of the company change, we also will craft a new strategy that would accommodate such changes environment.