We have demonstrated the ability to structure and execute complex, innovative transactions, as well as traditional financings, which meet our clients’ specific requirements. Here are some of the specific investment banking services that we offer:
- Common and Preferred Equity Financing
- Trust Preferred Financing
- Subordinated and Senior Debt Financing
- De Novo Bank Formation Services
- Mergers and Acquisitions (both Buy and Sell side representation)
- Branch Divestiture/Valuation
- Re-Capitalization Debt and Equity Placement
- Loan Portfolio Sales
- Bank Stock Valuation Services
We Provide Efficient Access to Multiple Capital
Markets
Our objective is to match client financing needs with the interests
of a broad spectrum of lenders and investors – community
banks, leasing companies, commercial banks, mezzanine lenders,
insurance companies, accredited investors, pension funds and
other institutional investors – many of which have participated
with our professionals in funding transactions for over 30 years.
Being Close to the Markets Helps Us Optimize Terms and
Conditions
We work with clients to determine a base-line pricing that will
attract investor interest. By presenting your financing to several
markets, we fine-tune terms and conditions based on investor
interest and market intelligence. Our process generates fair
value and ensures best execution.
We Provide a Fast, Efficient Source of Financing
We evaluate our client’s business and investment opportunity
and give them a quick, realistic picture of where they stand
and what they can expect. We manage the whole process - structuring
the transaction, preparing the marketing material, cultivating
lender/investor participation, feedback in preparing transaction
documentation and closing the financing.
We are Relationship Focused
We are relationship driven and focused on transactions where
we can forge a strong partnership with our clients and their
management team so that we can help you grow and develop your
business over the long term.
Our Ultimate Objective is to be a Valued Advisor
While it is certainly our goal to provide you with efficient
access to debt capital, our long-range objective is to provide
reliable and consistent advice and guidance based on our financial,
operating and strategic expertise.