Transaction Experience and Relationships with the World’s Foremost Technology and Services Investors
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 support the strategic 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 objective advice to our clients.
Insight comes from deep experiences in 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 on that advice because of our relationships with leadership at the leading companies and the decision makers at the private equity firms that invest in these industries.
Innovation is only possible when advisors have both a deep understanding of a client's business and industry and the perspective, sophistication and imagination to deliver creative outcomes. 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 mergers & acquisitions, executing equity and debt private placements and providing other strategic advisory services.
Our senior professionals engage directly with our clients, providing hands-on senior execution—no "handoff" to junior staff. We guide clients through an often long-term advisory relationship that frequently encompasses multiple transactions.
Our industry experience and relationships enable us to understand our clients' needs and match them with appropriate buyers, sellers, or capital sources to achieve these needs.
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, ensuring that we can add value for our clients through the focused, dedicated application of our resources. With our analytical approach and deep industry expertise, we are better equipped than a typical investment bank to deeply understand our clients’ businesses and effectively present their story to potential partners. That unique ability to optimize the positioning of our clients' businesses is a key enabler of the great outcomes we achieve for clients.
Marks Baughan works with growth companies to raise capital for 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 analysis then informs our recommendation on the amount, structure and process to raise that capital. We can then oftentimes quickly secure the desired financing through our extensive relationships with private equity and venture capital firms as well as strategic partners, banks, and hedge funds.
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