AUSTIN
DALLAS
DENVER
Our Typical Client
Types of Businesses
- Privately Held
- Small-Cap Public
- Subsidiaries and Divisions of Larger Enterprises
Transaction Types
- Mergers
- Acquisitions
- Management Buyouts
- Corporate Finance
- Generational Transitions
- Mezzanine Financing
- Subordinated Debt
- Private Equity
- Turnarounds and Workouts
- Recapitalizations
Size
Annual Revenues in excess of $50 million.
Profitability
Profitable in at least two of the past four years. No profitability minimum for Management Buyouts, Turnarounds, Workouts and Recapitalizations
Areas of Interest
- Healthcare
- Corporate Services
- Outsourced Services
- Business Services
- Technology {hardware/software/infrastructure}
- Cyber Security
- Backroom Infrastructure
- Manufacturing
- Value-added Distributors
- Consumer Products
- Consumer Services
- Industrial Products
- Industrial Services
- Outsourced Manufacturing
- Industrial Manufacturing
- Packaging
Management
Preference for exceptional management teams but will also work Turnarounds, Workouts, and Recapitalizations which might require management transition.
We do not work on
Oil/Gas Deals
Startups
Real Estate {unless the real estate is simply a supportive part of the business assets}.
We also do not work with companies or individuals in the "idea" or "concept" stage.