Cole & Partners' professionals act as advisors and intermediaries to entrepreneurs, Boards of Directors, senior management, and private equity firms. We bring extensive experience with sell-side transactions, financing, corporate governance, partner relations, and business and securities valuation to the public and private mid-markets. Our integrated, balanced perspective incorporates strategic thinking, financial expertise and, where appropriate, personal insight. Our approach is highly focused and intense. We pay special attention to the character and culture of the businesses involved and the personalities of the key individuals, always respecting and safeguarding the confidentiality and competitive advantage that our clients entrust us with. Transaction and related fees are contingent on success.
Areas of focus
- Sale of businesses to financial and strategic buyers
- Sourcing minority and majority partners and investors who contribute more than money
- Exit and succession planning
- Corporate finance – acquisition, expansion and refinancing capital
- Financial negotiations-business plans, restructuring, management buyouts
- Fairness opinions
- Buy side – target identification and due diligence
M&A and Corporate Finance
Our services and experience include a broad range of M&A and Corporate Finance activities including:
- Full or partial sale of a business to financial and strategic buyers
- Sales of non-core or underperforming operations
- Full service acquisition advisory
- Providing broad access to capital, including senior debt, subordinated, mezzanine and private equity capital
- Acquisition and expansion financing
- Refinancing and recapitalization
- Succession related – management and employee buy-outs
- Go-private transactions
- Shareholder buy-outs of minority and majority interests
Key Contacts:
Stephen R. Cole
TEL (416) 364 9701
FAX (416) 364 2904
scole@coleandpartners.com
Alan Lee
TEL (416) 361 2571
FAX (416) 364 2904
alee@coleandpartners.com