Mergers & Acquisitions, Exclusive Sales, and Joint Ventures

Corporate mergers and acquisitions, exclusive business sales, joint venture and strategic alliance strategies that provide maximum shareholder value. • Providing business valuations • Developing bidding strategies • Performing buy-side corporate development services •Preparing detailed sale memorandums and other essential offering materials • Identifying and approaching sellers/buyers/partners • Negotiating price and terms in letters of intent • Resolving definitive agreement conflicts • Coordinating and spearheading on-site meetings and due diligence investigations • Arranging and structuring debt instruments • Assisting legal counsel in resolving conflicts in definitive agreements • Marshalling final closing

Corporate Divestitures and Spinoffs

Corporate divestitures and spin-offs undertaken to maximize shareholder values and re-focus executive attention on the organization’s core strategic mission. • Providing financial analysis to evaluate transaction feasibility • Rendering fairness opinions • Preparing detailed sale memorandums and other essential offering materials • Identifying and approaching buyers and/or strategic partners • Negotiating price and terms in letters of intent • Resolving definitive agreement conflicts • Coordinating and spearheading on-site meetings and due diligence investigations • Assisting legal counsel in resolving conflicts in definitive agreements • Marshalling final closing

Debt, Equity, or Mezzanine Growth Capital

Arranging debt, equity, or mezzanine financings for corporate growth. • Analyzing capital structures • Valuations • Preparing detailed private placement memorandums or other essential offering materials • Refine sources and uses of injection capital • Identifying and soliciting venture capitalists, private equity groups, private family offices, banks, commercial finance companies, hedge funds, accredited investors, etc. • Structuring and negotiating term sheets for debt and equity private placements • Resolving definitive agreement conflicts • Coordinating on-site meetings and due diligence investigations • Ensuring compliance with Federal and State Regulation D. laws, rules and regulations • Assisting legal counsel in resolving conflicts in definitive agreements • Marshalling final closing

Financial and Corporate Restructurings

Financial restructurings for changes in ownership, such as management buyouts or buy-ins, shareholder retirement, fulfilling buy/sell contractual agreements, estate tax obligations, leveraged recapitalizations for special dividend purposes, Employee Stock Ownership Plan (ESOP), or simply optimizing business debt/equity mix. • Evaluating prospective financial impact of desired transaction • Advising on formal and informal restructuring alternatives • Determining value • Advising on management, employee and shareholder arrangements • Proposing commercially-appropriate financial structures • Assisting with government tax and incentive programs • Negotiating with vendor and funding sources to maximize equity positions • Arranging and negotiating capital infusion • Assisting in negotiations with secured and unsecured parties • Resolving definitive agreement conflicts • Assisting legal counsel in resolving conflicts in definitive agreements • Marshalling final closing