Investment Banking
Performance
Our investment banking professionals focus on providing corporate finance and strategic advisory services to public and private companies. We take pride in our commitment and tenacity to get the right deal done for our clients. Our process begins by listening, then asking questions and exploring options before recommending a course of action. Our aim is to thoroughly understand a company’s goals and to structure and execute a custom-tailored transaction that enables the company to meet its overall business objectives. We measure our success through innovation, top-notch execution, superior service and the ability to find the right solutions, especially when the answers may lie outside the box. We recognize that in our business, relationships and reputation are paramount, and greatly value the trust placed in us by the companies that accept our services.
Our life science investment banking team concentrates on transactions within the life science sector and has proven to be successful in establishing long-term relationships with the senior management of many of the companies within this sector. Our goal is to provide these companies with capital origination services and strategic advice throughout their stages of development. As a result, we have experienced high levels of customer loyalty which has resulted in significant amounts of repeat business.
Our services include:
- Private Placements
- Equity Underwriting
- Mergers & Acquisitions
- Corporate Partnering/Strategic Alliances
- Fairness Opinions & Valuations
- Restructuring & Workouts
Click Transactions for more details.
Innovation
Collateralized Acquisition Pool® – CAP® … An innovative, flexible and efficient way to obtain acquisition capital and go public
We developed a new proprietary product – the Collateralized Acquisition Pool®, which is an innovative financing structure that offers a fast track to obtaining acquisition capital and achieving liquidity. The CAP® provides a streamlined process that is faster and less costly than the traditional IPO. It is also an effective method for funding M&A transactions and becoming a public company.
Benefits of the CAP® process:
- The CAP structure offers a faster, less costly and more certain route to becoming a public company.
- The CAP is in the form of a private placement.
- The CAP process allows for acquisitions to be identified and purchase terms negotiated before the funds are raised, in contrast to public blind pools of capital.
- Registration and filing fees are paid from transaction proceeds, not by management.
For more details, download a copy of our CAP® brochure, click here.
