MERGERS, ACQUISITIONS & DIVESTITURES
Whether representing buyers or sellers of businesses, Kaufman & Company advises clients on M&A strategy, valuation, identifying and screening buyers or sellers. We initiate transaction discussions, lead negotiations and, most importantly, we see transactions through to a successful close. In addition, we arrange the requisite financing to complete an acquisition. In conjunction with our M&A advisory services, Kaufman & Company also provides fairness opinions and other ancillary services.
Private placements are completed in conjunction with our clients’ needs with respect to growth, refinancings, recapitalizations, mergers and acquisitions. As a registered FINRA broker/dealer, Kaufman & Company helps companies raise both long-term and working capital from a variety of institutional sources including venture capital funds, private equity funds, mezzanine lenders, senior and subordinated debt providers, commercial banks and non-bank lenders.
Our unique network and close personal relationships with many institutional investors derive from the firm’s four decade history in the placement business, which provides Kaufman & Company access to many investors across a variety of industries and investment forms. We carefully study our network of investors to match our clients’ needs with investor criteria, maximizing the likelihood of a timely and successful financing.
LEVERAGED & MANAGEMENT BUYOUTS
Kaufman & Company works with companies, management teams, boards of directors, and principals to arrange leveraged and management buyouts across a variety of industries. We help management teams and acquiring principals to structure, negotiate and execute transactions while simultaneously arranging financing to complete the transaction. When working with companies and boards of directors, we advise clients on the identification and solicitation of possible buyers as well as structuring and financing the sale.
FINANCIAL ADVISORY SERVICES
Kaufman & Company provides a variety of financial advisory services, including financial planning, advising on commercial banking relationships, joint venture financings, strategic alliances, minority investments, family business and corporate restructuring and recaps and other corporate financial services. Kaufman & Company also provides valuations and opinions in any number of situations, including for tax and audit purposes, ESOP valuations, option plans, financings or mergers & acquisitions.
As part of its corporate finance services, Kaufman & Company also offers expert witness testimony to its clients in connection with valuations, mergers & acquisitions, and shareholder litigation.