Investment Banking

Case Study: Conglomerate Needs Help Spinning-off Non-Core Division

The Challenge

A small but profitable division was deemed non-core by its multinational parent and management needed assistance deciding whether to spin-off or shutter it under a tight timeframe.

The Solution

  • Hired to successfully spin-off the entity, to maximize return to conglomerate, to maximize headcount at new parent and to ensure entity was profitable Day 1.
  • Marketed to potential financial and strategic investors.
  • Received and evaluated bids from potential suitors.
  • Transferred assets to acquirer at a substantial gain – to satisfy the conglomerate and to generate cash flow Day One at the acquirer.
  • Preserved 95% of FTE headcount.

Case Study: Finance Company Experiences Extraordinary Growth

The Challenge

Finance company signs an account that will materially increase originations and needs a capital and liquidity partner to support this growth.

The Solution

  • Advised company from initial need through a successful $100MM+ debt and equity raise.
  • Provided best practices guidance on operations, portfolio quality and how to achieve scale.
  • Company has since been sold for substantial return to shareholders.

Case Study: An Investment Bank is Engaged to Raise Capital for a $2 Billion Community Bank.

The Challenge

Based on the bank’s stressed health and the complexity of its loan portfolio, the investment bank required a loan level estimate of value on the bank’s loan portfolio to justify its go to market ask.

The Solution

  • Hired to perform loan level valuation of the bank’s portfolio.
  • Supported the Investment Bank throughout the solicitation process.
  • Educated institutional investors on the estimate of value of the loan portfolio.
  • A successful capital raise for a once stressed bank that is now flourishing.