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Aequitas provides corporate advisory services to privately-held middle market manufacturing and distribution firms, healthcare facilities, firms pursuing renewable energy projects, and charitable and not-for profit organizations. For companies thinking about a merger or acquisition, looking for objective business advice or recommendations, seeking the best approach for procuring financial assistance, or needing guidance managing their company through a difficult period, Aequitas can help.
We offer the broad spectrum of corporate advisory services including, but not limited to the following.
- Business coaching for shareholders and senior management
- Business and personal financial planning, including profitability and working capital enhancement
- Operations and board level support
- Interim CFO
- Additional senior management roles
- Executive advisory network
- Assistance in valuing, structuring and negotiating transactions to achieve optimum price and terms
- Buyer consultation and representation
- Identify candidates for acquisition
- Assistance in comparative valuations
- Structure buyout transaction
- Identify financing for buyers
- Manage transaction closing
- Seller consultation and representation
- Assistance in valuing seller's company
- Preparation of seller documentation
- Identification of potential acquirers
- Structure seller transaction
- Manage transaction closing
- Assistance in identifying merger and joint venture partners
- Shareholder wealth creation and estate diversification
- Management retention
- Management transition planning
- Personal CFO services
- Executive compensations programs
- Coordination with legal and professional networks
- Application and acquisition of insurance products
- Project finance
- Subordinated debt
- Mezzanine debt
- Term loans
- Equity
- Bridge loans
- Working capital lines of credit
- Equipment financing and leasing
- Commercial real estate financing
- Government and municipal financing
- Refinancing
- Sale and lease-back
Interested investors and Mid-Market Advisory prospects should contact:
Brian Oliver
boliver@aequitascapital.com
503-419-3512
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