First and Foremost,
We Offer M&A Advisory Services.
With a Stress on the Word “Service.”
As an independent firm serving only our clients’ interests, we are committed to providing unsurpassed M & A advisory services, starting with the attention of our senior management. We know our clients choose us for our unique brand of experience. Our top executives are involved in all major decisions and are part of the custom team of bankers and advisors we build to serve you.
We invest time and resources to learn your objectives, discuss strategic alternatives and define expectations. We leverage our industry savvy to deeply understand your business and assess its markets. We assist in structuring and negotiating all aspects of transactions, weighing such factors as taxes, ongoing liabilities, certainty of closing and continued economic participation.
Sell-Side M&A: Company Sales & Corporate Divestitures
Financo works with clients to understand their goals and specific issues pertaining to the company and its owners, both micro and macro. We perform comprehensive due diligence, provide detailed financial analyses and brainstorm customized solutions. We position the company and the shareholders to maximize value in a sale or recapitalization, and we determine the optimal time to execute a marketing process based on company performance, operating cycles and market conditions. Our industry knowledge helps define the most likely and capable interested acquirers. We see all transactions through to structuring, negotiations and closing.
Buy-Side M&A: Acquisitions & Investments
Financo assists clients in evaluating market opportunities and identifying potential acquisition targets that fit their objectives and strategies. As an independent firm, Financo provides objective advice about the merits and value of target companies. We help determine the optimal approach, assist in the due diligence, provide rigorous valuation analyses and help structure and negotiate the transaction.
Financing: Sourcing Capital & Acquisition Financing
Financo offers a broad range of corporate financing services to our clients, including sourcing both growth capital to fund expansion as well as creative acquisition financing to purchase existing enterprises. We have a wide network of capital resources and expertise in structuring all types of securities at all levels on the balance sheet. Recent transactions have included the placement of secured and unsecured senior debt, junior capital instruments, as well as equity and equity-linked securities.
Financo Special Situations & Restructuring Group
Financo assists companies with substantial financial burdens by providing financial restructuring solutions, both in and out of bankruptcy, to maximize value for all stakeholders. Our principals have extensive experience in advising financially-troubled and over-leveraged companies and their constituencies with respect to recapitalizations, financings and distressed M&A.
Family Office & Entrepreneur Advisory
When a major stakeholder divests a holding, there are countless long and short-term financial ramifications to consider. Financo helps our sell-side clients protect their equity, investments and family’s financial future.
