Transaction
Advisory Services
We invite you to review the following sections for more about CIP Capital's transaction advisory and private investment banking services.
Transaction Advisory
-
Acquisitions
-
Sales and Divestitures
Investment Banking / Transaction Captital
-
M&A Financing Structures
-
Restructuring and Debt Replacements
-
Senior and Junior Debt Capital
Strategic M&A Initiatives
-
Strategy Development
-
Target Identification and Origination
-
Process Management
-
Operating and Economic Evaluation
Transaction Advisory Services - Strategic M&A Support
Organic growth isn’t always sufficient to achieve the level of growth or market position desired by a business enterprise. CIP Capital’s core expertise supports middle market companies in structuring and pursuing strategic initiatives which enable our clients to achieve market position objectives through acquisitions and other business relationships. The Firm’s experience base and resource networks are combined in each engagement to ensure effective target identification, evaluation and transaction process.
​
We invite you to review the following sections for more about CIP Capital's transaction advisory and private investment banking services.
Transaction Advisory
-
Acquisitions
-
Sales and Divestitures
Strategic M&A Initiatives
-
Strategy Development
-
Target Identification and Origination
-
Process Management
-
Operating and Economic Evaluation
Investment Banking / Transaction Captital
-
M&A Financing Structures
-
Restructuring and Debt Replacements
-
Senior and Junior Debt Capital
We invite you to review the following sections for more about CIP Capital's transaction advisory and private investment banking services.
Transaction Advisory
-
Acquisitions
-
Sales and Divestitures
Strategic M&A Initiatives
-
Strategy Development
-
Target Identification and Origination
-
Process Management
-
Operating and Economic Evaluation
Investment Banking / Transaction Captital
-
M&A Financing Structures
-
Restructuring and Debt Replacements
-
Senior and Junior Debt Capital
Acquisition Support
CIP Capital specializes in supporting companies seeking to protect or create value through business enterprise acquisitions. CIP Capital’s resources and capabilities guide acquiring companies through the complex process of evaluating their existing strategic position and in formulating optimum acquisitive directions. CIP Capital then assists in managing the acquisition process forward with a company’s transaction team.
Capital’s Leadership Role in the Process
-
Prospect identification and suitability evaluation
-
Confidential opening approach and conversations
-
Managing the process forward
-
Transaction valuation, terms and structure
-
Optimizing the transaction capital structure
-
Sourcing and arranging external capital provider proposals
Transaction Advisory Services - Sell Side
Transaction Advisory Services - Buy Side
Sales and Divestitures
CIP Capital’s sell side support combines our long-standing experience in identifying the options available to private business owners in evaluating exit strategies and in preparing a company for ownership transfer. Exit strategies may consist of entire enterprise dispositions for full cash consideration or in combination with structured buyer subordinated debt obligations or buyer equity instruments. Ownership exits might also be structured in phased approaches, allowing for management/third party buy-ins while allowing existing ownership to participate at a reduced level until a later realization event.CIP Capital’s networks enable us to connect with diverse groups of strategic buyers within the particular company’s business segment, as well as relevant private equity groups, to facilitate effective dissemination throughout the sale process.
​
CIP Capital’s Focus and
Leadership Role in the Sale/Divestiture Process:
-
Assessing the options--strategic vs. financial buyers
-
Evaluating strategies for maximizing value
-
Preparing the company for sale
-
Leveraged management buyouts
-
Identifying the universe of qualified buyers, outreach, opening discussions
-
Managing the process forward with selected candidate buyers
CIP Capital’s Acquisition Focus for Buy Side Support:
-
Platform formations and expansions
-
Regionality expansions
-
Bolt-on transactions
Strategic Initiatives Support:
-
Strategic direction alternatives
-
Identification and evaluation of potential acquisition candidates
-
Facilitation of initial talks
-
Valuation modeling--transaction pricing
-
Due diligence management
-
Deal structure and transaction process
-
Financing structure, facilitation and sourcing
Assessing Acquisition Prospects:
-
Strategic fit with objectives of acquirer
-
Product and service orientation
-
Global footprint
-
Customer concentrations and diversification
-
Competitive position, exposures and risks
-
Integration synergies and constraints
Financial Stability--Present and Future:
-
Overall stability; customer relations
-
Turnaround point--how much capital needed
-
Balance sheet strength: current and projected
-
Projected operating results
-
Cash flow: historical and projected
-
Debt load and forward capacity
-
Backlog strength, duration and margins
-
Margin analysis: past, present and future
Target Evaluations:
-
Strategic plan: viability, strength and legitimacy
-
Operational corporate culture
-
Human resource management
-
Benefit plans and costs
-
Managerial capabilities
-
Communications and team building
-
Systems effectiveness