Mergers & Acquisitions
Whether our client is a family business looking to harvest the value of its hard work or an entrepreneur looking to make acquisitions to grow his or her business, Calabasas Capital is uniquely qualified to turn this vision into a reality.
We view Mergers and Acquisitions as highly individualized processes that must be specifically tailored to both the emotional and business needs of the clients involved. No two M&A deals are the same, so each requires insightful analysis and out of the box thinking to help the client arrive at a recommendation that will specifically fulfill its needs. At Calabasas Capital, there are no cookie cutter approaches.
Throughout the major milestones in the M&A process – the Decision to Sell, Preparing an Offering Memorandum, Marketing the Deal and Closing the Transaction, Calabasas Capital differentiates itself by providing the following value added services:
- Senior Level Offering Memorandum Creation
- Personalized Experience for Prospective Buyers
- Weekly Updates to Shareholders
- Allow Management to Focus on Operations
- Work Closely with Management to prep for Management Presentations
Calabasas Capital raises private financing of debt and equity for:
- Leveraged acquisitions and leveraged recapitalizations
- Middle-market companies in need of capital for growth and shareholder liquidity
- Companies seeking to refinance existing debt
Calabasas Capital’s management is highly experienced in debt, mezzanine and equity markets. We maintain active relationships with numerous institutional investors, including major investment funds, regional and money-center commercial banks, hedge funds, family office investment groups and other alternative capital providers.
Calabasas Capital guides its clients through the financing process, enabling management to focus on day-to-day operations, financial and operational due diligence. We believe that a structured process is necessary to achieve a desired outcome, and work with our clients to:
- Clarify Objectives of Shareholders
- Streamline the Capital Raising Process and Lessen Required Involvement of Management
- Demonstrate the Company’s Value in the Offering Memorandum
- Market the Investment Opportunity and Conduct Management Presentations
- Easily and Successfully Close
Calabasas Capital has significant experience working with private equity sponsors and entrepreneurial management teams to deliver value enhancing leveraged solutions. Given our in depth knowledge of the capital markets, we allow our clients to assess their appropriate strategic alternatives and then guide them through the process.
Leveraged Management Buyouts
When companies undergo a change of corporate strategy, whether it’s the divestiture of a division of a large multinational conglomerate or a group of entrepreneurial managers who decide on a new direction for their business future, Calabasas Capital combines the equity and capital market knowledge with the operational experience to navigate the process to a successful closing. By offering innovative strategic alternatives, Calabasas Capital will develop the best plan of action to ensure a positive outcome for all parties concerned.
When entrepreneurs in a growing business determine a need to change their capital structure, perhaps to help a family member retire or take some money off the table, Calabasas Capital is ideally suited to help identify and implement an appropriate recapitalization process.Back to top
Our goal is to provide unbiased, innovative and most importantly, objective financial advice.
As the dynamics of the investment markets are constantly in flux, Calabasas Capital can help entrepreneurs maximize the enterprise value of their companies by evaluating and adjusting balance sheet composition. By achieving the proper balance of long-term debt, common stock, preferred stock and retained earnings, a company can leverage its financial position and optimize the sources and uses of working capital.
Strategic Advisory/Business Development
The principals of Calabasas Capital have been hired by entrepreneurial companies to assist in developing strategic plans, building financial models, and sourcing and structuring strategic partnerships. Calabasas Capital provides these services to companies that are often from one to several years away from pursuing a transaction.
In partnership with valuation-specific firms, Calabasas Capital also provides:
Valuation of Securities
Calabasas Capital has close working relationships with valuation-only firms that utilize a multi-disciplinary approach of sophisticated analytical techniques combined with practical merger and acquisition and corporate finance experience to formulate unique and accurate valuations of businesses and securities. When the determination of value is part of a legal, tax, or regulatory proceeding, Calabasas Capital may be able to offer expert witness testimony.
The principals of Calabasas Capital have in the past brought in valuation firms to provide fairness opinions to Boards of Directors, shareholders, trustees, and courts of law. Calabasas Capital and its valuation firm contacts conduct a thorough due diligence process to evaluate similar information and variables utilized to arrive at a valuation analysis. Our methodology includes careful consideration of not only the structure of the transaction, but also takes into account the financial, legal, accounting, and tax implications of the deal.Back to top