Investment Banking Services: Proactive Capital Management, Liquidity, and Exit Strategy

Successful businesses need to proactively manage their capital, liquidity, and exit strategies to stay ahead. Most business owners are unfamiliar with investment banking and the opportunities it can provide. As your company evolves, there are times when exploring alternative financing beyond traditional loans becomes crucial. At LGA, our team of experienced advisors helps you navigate options for raising debt and equity, guiding you to the best financial strategy for your unique situation.

 

Start-Up Companies:

Our approach for start-ups is centered on preserving owner equity (minimizing dilution) during capital raising rounds, while establishing a long-term growth strategy that fosters controlled, efficient expansion.

Growing Companies:

For businesses in growth phases or navigating challenges, we introduce debt and equity capital solutions to address both immediate and long-term financial needs.

Acquisition or Sale:

When preparing for acquisition or sale, we provide comprehensive support from initial valuation to the completion of the transaction, ensuring every step aligns with your business goals.


When It’s Time to Sell

Planned Sale

When a business owner is ready to cash-out, the choice of business broker is vital. If you have time before your planned sell date, LGA’s business advisory team can help you maximize the value of your business and prepare a Sell-Side Deck; a living document that tells your business’ story, both qualitatively and quantitatively. If it’s time to sell now, our investment banking team will work with you to prepare presentation materials, identify and vet potential buyers, and negotiate an equity or asset sale agreement.

Opportunistic Sale

If you’re running a profitable business, you may one day answer the phone to find that someone wants to make an offer to buy you out. Most business owners would be caught totally off-guard for this. Whether you ultimately decide to do a deal or not, you’ll want an experienced SEC registered advisor to guide you through the process of evaluating the potential buyer, valuing your business, and negotiating an equity or asset deal.


Additional Services

  • Sell-side Business Brokerage
  • Discrete Market Testing
  • Sell-Side and Investor Decks
  • Equity and Debt Capital
  • Financial Modeling of Exit Scenarios

Disclaimer:
All securities transaction are completed through Avalon Securities, Ltd., a U.S.-registered broker dealer and member of FINRA and SIPC.

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