Mergers & Acquisitions

The decision to sell or buy a company within your industry depends on a complex set of financial and psychological factors. From a psychological perspective, a company owner or partner will confront times in their business where participating in their existing business versus growing in it may be more or less attractive. Life events such as marriage, divorce, personal health, family obligations, and personal goals may conflict with your existing business plan. Sometimes the answer to the psychological question is divesting yourself of your shares, and sometimes it means growing your business aggressively. Our practice is geared towards ushering you through these pain points in your decision strategy. The financial factors include the life cycle of your company, the relevance of your product, the perceived market opportunity, place in the business cycle, all of which are aspects of your business that can be quantified and will serve as a guide as to what alternatives to pursue. Working closely with the Investment Bank and your financial and tax professionals, we can help you craft a plan that is optimal.

How It Works:

Our team has developed close relationships with senior management in our investment bank and can navigate doing business with our capital markets group in an efficient and effective manner.

https://www.raymondjames.com/corporations-and-institutions/investment-banking/leadership-team

Our team has a particular interest in and experience with financial service companies seeking to work with our investment bank.

Please reach out to us if you are trying to understand the investment banking landscape better.