Financial Advisory Services

 

Advising and assisting companies with mergers, acquisitions and other corporate transactions is a significant part of CFS's investment banking business.  CFS's professionals take a personalized approach to M&A advisory services in the following areas:

    

    Mergers

    Acquisitions

    Divestitures

    Valuations/Fairness Opinions

    Corporate Restructuring

 

Acquiring, divesting, or merging with a company can generate tremendous long-term value.  The complexities associated with such transactions must be managed to assure that anticipated benefits are realized.  Valuation, form of consideration, tax considerations, accounting impact, control and other "social"  issues, such as non-competes and post-transaction involvement are just some of the many variables that must be considered in structuring a successful transaction.  CFS's M&A team, with its extensive deal experience and technical expertise, provides the necessary guidance and support to assure that our clients' transaction objectives are met.

 

An important element and distinguishing factor of CFS's M&A practice is the incremental value added by our capital market activities.  While historically strategic acquirers have dominated the middle market M&A arena, financial buyers are increasingly focused on buyout opportunities in this sector.  The breadth of our relationships with such players significantly increases the universe of potential buyers available to our clients.  This often results in higher valuations and greater structuring flexibility including retained ownership and participation in future value for those clients that are not ready to completely exit their business.

Comprehensive Strategic Advisory Services

Evaluate Strategic Alternatives

We gain a detailed understanding of each client’s business and industry. This knowledge combines with our transaction experience to provide insightful and creative advice to best meet our client’s objectives.

Management-Led Leveraged Buyouts

We help management teams determine and negotiate appropriate valuation, capital structure, and contract terms, while maximizing management’s equity participation. We leverage our extensive contacts and experience to introduce equity partners that match the style, personality, and goals of the management team.

Negotiate with an Acquisition Target

When a client has identified an acquisition, CFS provides considerable value by aiding in the approach, due diligence, valuation, and negotiation. We facilitate the closing of a transaction at the most favorable pricing and terms.

Acquisition Searches

We use our industry knowledge, market contacts, and strategic resources to identify potential private and public targets. We initiate discussions with target companies and assist in due diligence and valuation. Finally, we help structure the initial offer, conduct further due diligence and negotiate final price and contract terms.

Fairness Opinions and Valuations

CFS renders fairness opinions and prepares valuations for clients and/or their boards of directors.

 

Strategic Consulting

 

As a strategic consultant, CFS leverages its experience in corporate finance, technology, healthcare, consumer products, business services, energy, media/telecommunications and manufacturing.  Growth companies are frequently in need of expert advice on appropriate growth strategies.  CFS is positioned to offer strategic advisory services in the following areas:

       Business Plan Development

       Corporate Development and M&A Advisory

       Financial Analysis and Interim CFO support

       Strategic Alliances - origination and deal structuring

Services