General Information |
Although it can be defined in different ways, we generally define the middle-market as
including companies that are measured by one or both of the following parameters:
This definition could, in many circumstances, grow to include bigger companies depending on the specific
industry characteristics. What is consistent in middle-market companies is that they are entrepreneurially managed and typically are
controlled by families, a partnership of shareholders, a sole-proprietor or an investment entity.
- Up to $300 million in revenues
- And/or up to $30 million in Earnings Before Interest, Depreciation and Amortization (EBITDA)
Experience has taught us that middle-market owners and managers tend to have very different needs
in capital event transactions from those in larger companies. Accordingly, our personnel leverage their expertise
and spend the necessary time to review the options, methodology and strategies for achievement of successful outcomes in all transactions.
We assist our clients by helping them effectively manage important internal constituents (employees, customers, vendors and lenders),
and we collaborate with their other advisors (legal counsel and outside accounting firm) such that it is a complementary team approach to negotiating with the various parties on the other side of the transaction.
The companies, entrepreneurs, financial institutions and investors that transact in the middle-market require an experienced and knowledgeable transaction advisor with expertise in all aspects of this marketplace. It is critical to have knowledge of each of these entities, and how they ultimately work together, in order to reach a successful outcome for a transaction.
Our comprehensive experience as middle-market owners, managers, investors
and investment bankers enables us to provide professional services in the manner
that best ensures successful outcomes, regardless of the type of transaction undertaken -
selling a company, raising capital or advising on an acquisition.
We have spent our careers in the middle-market and offer that expertise, knowledge and experience to our clients.