- Case Studies
- Industry: Financial InstitutionsType of Service: M&A/ Liquidity Event, Planning & Control
Industry: Financial Institutions
Type of Service: M&A/ Liquidity Event, Planning & Control
September 19 , 2016
Provided business advisory services to investors looking to raise money to buy a community bank.
Services provided included preparing financial forecasts, introductions and evaluations of investment bankers, introductions to sources of capital, determining share ownership of founders and directors, assistance with the private placement memorandum, and providing guidance to founders, board members and management team.