Investment Banking & Capital Markets Services

A full range of investment banking services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

We bring sophistication and expertise to buy- or sell-side transactions, M&A structuring, and strategic processes as well debt and equity capital advisory services—especially in special situations.

Contact

Stephen E. Rossi
Senior Managing Director,
Head of Investment Banking
T +1 (310) 636-2094

David M.V. Barnes
Managing Director, Head of M&A
T +1 (310) 636-2020

Britt Terrell
Managing Director,
Head of Capital Markets
T +1 (310) 636-2015

Mergers & Acquisitions

Our deliverables provide the sophistication and expertise our clients need to position their businesses for transactions; structure acquisitions, divestitures, and carve outs; and run strategic processes.

Buy-Side Advisory (Platform and Add-On)

Financial advisory services and transaction facilitation, as well as integration planning and strategies.

Sell-Side Advisory

Financial and operational due diligence, market analysis, valuation, and activities to achieve the best possible sale price.

Private Mergers

Financial advisory, due diligence, and transaction facilitation, including identifying targets or buyers, evaluating strategic fit, valuation, and negotiations.

Leveraged Buyouts

Acquisition and financing strategy, identifying lenders, and negotiating terms as well as due diligence and financial feasibility modeling.

Acquisitions & Divestitures

Advising on strategy, conducting due diligence, identifying potential targets or buyers, and negotiating terms as well as preparing models, marketing, and filings.

Corporate Carve-Outs

Identifying opportunities, evaluating financial implications, and negotiating structure, as well as managing the transaction and coordinating with advisors.

Strategic Partnership & JV Formation

Identifying and establishing mutually beneficial collaborations, including structuring joint ventures that maximize potential returns.

Capital Advisory

We offer debt and equity capital advisory services, which includes leveraged financing, refinancing and recapitalization, and growth equity. We also support financial restructuring including special situations and sales of non-core assets.

Debt and Equity Capital

Financing used to raise capital through interest-bearing lending or ownership and profit sharing, and advising on the advantages and disadvantages depending on situation.

Private Capital Advisory

Raising, managing, and optimizing private equity investments, venture capital, or other non-public sources.

Leveraged Finance

Arranging loans or bonds to finance acquisitions, mergers, or capital-intensive projects by leveraging existing assets or cash flow.

Refinancing and Restructuring

Advising on options to replace existing debt with new debt at more favorable terms.

Dividend Recapitalizations

Assessing feasibility, identifying lenders, and negotiating terms to take on new debt and pay shareholder dividends.

Management Buyouts

Advising on and structuring financing through debt and equity, as well as assisting with due diligence, valuation, negotiation, and compliance.

Majority Recapitalizations

Financing and structuring to monetize a portion of the owners' investment while providing the company with new capital.

Integrated Services

We enable businesses to better prepare for and execute on strategic events.
Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.
Download our Capabilities Brochure ›