We provide investment banking services through Mentor Securities LLC, a preeminent middle market investment bank dedicated to providing the highest quality, step-by-step advice to help you maximize value and successfully complete a transaction.
Mergers & Acquisitions
Bankruptcy Code 363 sale
Executive Team /Industry Expertise
Buy-Side Search
Joint Venture
Corporate Rollup and Merger
Sell-Side Representation
Corporate Finance
Capital Structure Analysis
Growth Capital (Debt / Equity)
Debt Restructuring
Mezzanine / Bridge Funding
ESOP
Recapitalization
Corporate Advisory
Board Representation
Management Buyout
Exit Planning
Strategic Alternative Analysis
Industry Market Intelligence
Transaction Structuring
Valuations
Business
Fairness Opinion
Cost Segregation
Intellectual Property
Court Testimony
Joint Venture / Strategic Alliance
Divestiture
Real Estate / Equipment Appraisal
ESOP
Solvency Opinion
Example of Client Results Achieved
Due Diligence
Client:
Oil and gas producer.
Issues:
Outside due diligence package for investment bank selling partnership interests.
Result:
Coordinated investigation report on management and geological details into our due diligence report. Provided complete review and interpretation of prior drilling projects, as well as private placement for new partnerships. Included financial viability analysis of the producer, both historical and pro-forma.
Recapitalization
Client:
Project Specialty Food, one of the largest food distributors in Western U.S.
Issues:
This private, closely-held family business sought to obtain liquidity for the retiring shareholders while allowing management to increase their ownership stake.
Result:
We structured a sale of the business in the form of a leveraged recapitalization that allowed selling shareholders to receive substantial cash consideration for their shares, while providing growth capital for the business. Deal allowed family and non-family management members to increase their ownership stake from 5 percent to 60 percent.
Debt Raise
Client:
Project Specialty Food, one of the largest food distributors in Western U.S.
Issues:
This company sought to refinance existing acquisition indebtedness and secure growth capital in a difficult economy while earnings growth slowed. The incumbent lender had issued a demand for payment for its loan, due in 45 days from the date we were hired.
Result:
We secured senior cash flow credit facilities of $5 million from a highly-regarded U.S. institution. We also removed the daily and monthly receivables reporting requirement, as well as borrowing base certificate requirement. The interest rates under the new credit facilities were 50 percent lower than previous rates. Transaction completed within 30 days.
