Transaction Services

Utilizing our 25 years of business experience and partnering with our operating professionals, we are able to assist parties with various services beyond the typical M&A and capital raising transactions. We offer our services on a month to month or contingent basis based on the specific needs of a client.

Our services include:

  • Business plan preparation
  • Financial modeling and cashfow projections
  • Lender and investor presentation preparation
  • Enterprise and asset valuation
  • Capital structure consulting
  • Letter of Intent (“LOI”) and purchase agreement negotiation
  • Investor relations and public relations
  • Distressed loan sales
Broker Dealer services provided through Pickwick Capital Partners, LLC Member FINRA SIPC.