Closing Deals with Confidence.
The Investment Banking team at Hancock Advisors focuses on assisting clients with mergers and acquisitions and determining appropriate sources of debt and equity capital. We provide financial advisory services for management buyouts, recaps and for strategic alternative reviews.
That's where we come in.
- WHO WE SERVE:
- Corporate Buyers
- Business Owners
- Attorneys
- PE Firms
- CPAs & Accountants
- We have worked with businesses in the following industries:
- Healthcare Technology
- Software
- TMT
- Logistics
- Transportation
- Energy
- Financial Services
- Business Services
- Manufacturing
Our Service Offerings
Our corporate finance professionals have transaction and industry experience to help businesses evaluate, navigate, and successfully execute a full range of strategic alternatives. We focus on the lower middle market and businesses with $10 million to $75 million plus of Revenues and EBITDA from $1 million to $15 million plus with typical enterprise values ranging from $5 to $75 million.
MERGERS AND ACQUISITIONS
We have extensive experience providing strategic mergers and acquisitions advice to owners and shareholders of small and medium-sized businesses.
Our role in merger and acquisition assignments is to provide:
- Industry and competitive overviews and reviews
- Relationships with and identifying the correct Financial and Strategic Buyers
- Understanding and insight into both public and private valuations/comps
- An outline for the transaction process and options
- Analytical support
- Management during the transaction process
- Help determining the best strategic alternative
- Assistance with negotiations
- Help closing transactions
- Sell-Side and Buy-Side mandates
EXIT PLANNING
Our professionals create exit strategies, transition footprints and succession plans that maximize acquisition values and focus on reaching the business and personal goals of owners. Each plan is uniquely crafted to give careful consideration to the client’s financial, legal, tax, personnel and family considerations.
Our Exit Planning services include:
- Exit planning and evaluation of strategic options
- Restructuring and cost optimization
- Financial health check
- Business process (profitability) optimization
- Succession and generational planning
- Business intelligence, key performance indicators
- Benchmarking to peers
- Interfacing with investment banks and lenders
- Board reporting
CORPORATE FINANCE ADVISORY
We provide a full range of financial advisory services to companies of all sizes. We begin with a detailed analysis to understand all aspects of the business’ finances and capital then help management address critical strategic issues impacting shareholder value and management’s ability to effectively run a business.
Our advisors have specific experience with:
- Leveraged recaps
- Management buyouts
- ESOPs
- Leveraged buyouts
- Bank syndications
- Growth capital
- Leasing and working capital finance
OUR SPECIALISTs:
