Corporate
Finance Services
Let’s get in touch so you can see how our qualified team can help you with any financial difficulties.
Let's Talk.
Sell Side Assignments
On a success fee basis, we seek qualified buyers on a confidential basis, negotiate and close the winning bid to buy your company; while minimizing your risk, improving valuation and liquidity through a structured process.
Transaction Advisory
On a retainer and/or success fee basis we assist you in deal structuring, negotiations and closing of:
Assist current shareholders with deal structuring, negotiation and buyout of other or all remaining shareholders.
Assist current management with deal structuring, negotiation and buyout of current shareholders.
Assist corporate and individual buyers with analysis, due diligence and deal structuring for target companies.
Assist companies in deal structuring, relative valuation and integration plan.
Assist the company in restructuring its debt & equity to suit current business operations and market opportunities.
Assist the company in obtaining financing; including:
Senior secured financing – Operating credit, term loans, leases and mortgages from traditional sources for working capital, acquisitions, equipment purchases or real estate.
Subordinated Debt – Alternative solutions for working capital, acquisitions or equity takeouts.
Venture Capital/Private Equity – Equity partners for high growth companies, equity takeouts, leveraged buyouts or management buyouts.
Our Corporate Finance Team
Joel Lazer
President
Tracey Code
Vice President
