OVERVIEW OF SERVICES

 

Grandwood Securities' bankers use their years of experience at larger firms to provide our middle market clients with advice that is comparable in quality to that received by the largest corporations. Our team has considerable experience with a broad range of corporate finance products and services; however, at Grandwood we focus primarily on the following service areas:

 

  • Private placements
  • Mergers and acquisitions
  • Valuations and advisory services
  • General advisory services

 

Private Placements

 

Our team has extensive experience marketing, negotiating and structuring private placements, and one of Grandwood's founders led Prudential Securities' Private Equity Financing Group for over five years. We maintain deep relationships with a broad network of investors within the private capital community including those within buy-out funds, venture capital, pension funds, specialized investment funds and insurance companies, as well as relationships at a wide variety of corporations seeking strategic investments. We use our knowledge, experience and relationships to maximize execution efforts for our clients. Our private placement efforts are focused on providing funding in the following areas:

  • Debt: senior, subordinated/mezzanine, and stretch senior
  • Growth capital
  • Management led buyouts (MBOs and LBOs)
  • PIPEs
  • Preferred equity
  • Structured finance
  • Turnaround capital

 

Mergers and Acquisitions

 

Members of the Grandwood team have significant experience advising middle market clients in M&A transactions throughout their careers. Our philosophy is to use our transactional experience and relationships with strategic partners and institutional capital providers to optimize transaction execution efforts for our clients. We advise clients on various strategic assignments including:

 

  • Going private transactions
  • Exclusive sales
  • Spin-offs
  • Strategic investments
  • Management buy-outs
  • Buy-side advisory

 

Valuations and Opinions

 

We provide appraisals and opinions as to the financial value of business enterprises. The bankers at Grandwood have experience providing valuation services that can be used for:

  • Fairness opinions
  • ESOPs
  • Estate planning / tax issues

 

Advisory Services

 

We are willing to work with companies to help them determine the optimal strategy and plan to achieve their capital goals. We also assist companies in accessing the capital markets and provide long range and strategic advice.

 

 

 
 
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