Marks Baughan provides strategic advisory and investment banking services to growth companies.
Our core services include advising on merger & acquisition transactions, serving as a placement agent and advisor for raising equity or debt through a private placement, and providing strategic advisory services in selected situations.
Our senior professionals engage closely with our clients, providing exceptional committed client service at the highest level—no handoff to junior staff. We focus on identifying and guiding clients with exceptional potential through a long-term advisory relationship covering multiple transactions.
Our knowledge of and network of relationships gives us the ability to quickly understand our clients and their needs and match them with appropriate buyers, sellers, investors, or lenders on an expedited basis.
M&A Advisory
Marks Baughan M&A advisory services include:
- Public and private purchase or sale transactions
- Corporate divestitures
- Fairness opinions and valuations
- Restructuring
We are selective in taking on assignments, insuring that we can add value for our clients through the dedicated application of our resources before accepting an engagement. With our analytic and operational background, we go much further than a typical investment bank to understand the operations and financial model of our clients in the preparatory phase of an engagement so that we can present their story most effectively to potential partners. As a result, we have a stellar record of success in just a short period of operation.
Capital Raising
Marks Baughan works with growth companies to raise equity or debt to finance growth, shareholder liquidity, acquisitions, or management buy-outs. We provide an end-to-end capital advisory solution that begins with an in-depth analysis of our client's current operations, financial condition, and cash flow that leads to a targeted recommendation regarding the amount and type of capital to be raised. Our extensive relationships with private equity funds and venture capital firms as well as strategic partners, banks, and hedge funds gives us the ability to move quickly to secure the financing desired.
We assist clients looking to raise through:
- Private placements of equity or debt
- PIPES (Private Investments in Public Equities)
- Subordinated debt or other mezzanine financing
- Bank or senior debt or credit facilities
