Typical Client
Overview
Since 1979, Family Owners have successfully trusted us to assist and advise them in the sale, recapitalization and generational transition of their privately-held companies.
- Privately Held
- Small-Cap Public
- Subsidiaries & Divisions of Larger Enterprises
- Mergers
- Acquisitions
- Management Buyouts
- Corporate Finance
- Generational Transitions
- Mezzanine Financing
- Subordinated Debt
- Private Equity
- Turnarounds and Workouts
- Recapitalizations
- Healthcare
- Corporate Services
- Outsourced Services
- Business Services
- Cyber Security
- Tech.'- {hardware/software/infrastructure}
- Backroom Infrastructure
- Manufacturing
- Value-added Distributors
- Consumer Products
- Consumer Services
- Industrial Products
- Industrial Services
- Outsourced Manufacturing
- Industrial Manufacturing
- Packaging
Annual Revenues in excess of $20 million.
Profitable in at least two of the past four years.
No profitability minimum for Management Buyouts, Turnarounds, Workouts and Recapitalizations
Preference for exceptional management teams and will also work with Turnarounds, Workouts, and Recapitalizations, which might require management transition
- Oil/Gas Deals
- Startups
- Real Estate {unless the real estate is simply a supportive part of the business assets}.
- Companies or individuals in the "idea" or "concept" stage.
“On behalf of the Sunbelt Modular, Inc. Board of Directors, I want to sincerely thank you and Capital Markets Group for your outstanding services over the period of 2006 through 2008 as Sunbelt’s Mergers & Acquisitions/Financial Advisor and Chief Financial Officer.
During those years, Sunbelt grew from a single company with less than $10mm in Revenues to a Holding Company of four {4} Subsidiaries and a Corporate Office with over $80mm in Revenues. Your financial and acquisition advisory work during that time with the Board of Directors was a significant contributor to this growth .”