Strategic Advisory

Strategic Advisory Merger & Acquisition Services is comprised primarily of senior level professionals. We are committed to having senior people execute the transaction and play an active role from start to finish. Further, as an independent investment banking advisory firm, Merger & Acquisition Services acts only as an advisor or agent, not as a principal or merchant banker. As such, we do not have the inherent conflicts of interest that can arise at other larger institutions. Whether presenting to senior company management or the Board of Directors, our advice is always independent, impartial and objective.

Corporate Financial Advisory

The senior professionals at Merger & Acquisition Services have the ability to assist management and owners by analyzing their company’s current financial status to ensure that it is favorably positioned for the future. We provide advice on issues including, but not limited to:

Maximizing shareholder value through acquisitions or divestitures
Balance sheet restructuring to enhance profitability while maintaining financial flexibility
Evaluating the appropriate mix of debt and equity
Raising capital in the private markets*

Strategic advisory includes working with clients to value their businesses for a variety of different purposes. We provide valuations for both company management and Board of Directors related / in response to:

Mergers, Acquisitions or Divestitures
Capital raising*
Unsolicited offers
Purchase / Sale agreements

As a boutique firm, clients can rest assured that all information we are provided will be held in strict confidence. We value our reputation and continually strive to be the trusted advisor of choice.

* Investment banking services provided through Merger & Acquisition Capital Services, LLC., a broker-dealer registered with the U.S. Securities and Exchange Commission and member of FINRA and SIPC.