Transaction Experience and Relationships among the World’s Foremost Technology Investors
Insight comes from our deep attention to our focus vertical markets. Our clients do not have to educate us on their business or industry. Our deep industry expertise and relationships allow us to bring the right opportunities and advice to our clients. And we can execute that advice, because we know the CEOs, CFOs and strategic planners at the leading companies and the decision makers at the private equity firms and funds that invest in these industries.
Integrity comes first, because we believe our good reputation is our most valuable asset. Accordingly, we always put clients ahead of transactions. We work hard to understand the long-term direction and potential of our clients and act to help them realize that potential—not just complete a transaction to generate a fee. We are completely independent and have no conflicts to resolve—no funds that we manage, no trading positions, no research favorites—so that we can deliver the best most objective advice to our clients.
Innovation is only possible when advisors have a deep understanding of a client's business, the experience to offer standard solutions, and the creativity to generate alternative answers. We have these attributes and strive to deliver innovative solutions for our clients in M&A and financing transactions.
Our professionals have completed over 200 transactions with an aggregate value of over $30 billion.
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.
Marks Baughan M&A advisory services include:
Public and private purchase or sale transactions
Fairness opinions and valuations
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.
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
Experts at optimizing your positioning and post-merger synergies
Our good reputationis our most valuable asset
We look forward to hearing from you.
Marks Baughan Securities LLC
Eight Tower Bridge
161 Washington Street
Conshohocken, PA 19428 +1.610.941.5647