Mergers & Acquisitions

Shields & Company provides investment banking services that enable our clients to develop viable exit strategies, generate liquidity, acquire growth capital, divest assets, and achieve other financial and strategic goals.

The majority of our work involves providing merger and acquisition (M&A) advisory services for both buy- and sell-side clients. We provide clients with senior-level attention throughout all phases of the transaction process, from the preparation of marketing materials and the contacting of potential strategic and financial partners to the negotiation of letters of intent straight through closing.

We have found that successful corporate sales, acquisitions, and recapitalizations occur when a disciplined and orderly process is followed. Our professional staff is committed to a thoughtful, sophisticated, and multi-step transaction process that maximizes value and financial consideration, while minimizing risk for the client.

Within our M&A practice, Shields & Company also provides capital raising and financial restructuring services. We have the knowledge and relationships necessary to assist our clients in raising the capital they need to provide liquidity to shareholders, to fund acquisitions, to finance working capital, or to finance internal growth. Our working relationships with many of the institutional capital sources located throughout the United States and internationally include senior debt lenders, subordinated debt capital sources, private equity, and venture capital.

We focus our M&A and Capital Raising expertise in the following industries: Business Services, Consumer & Retail, Manufacturing & Distribution, and Technology/Healthcare and Life Sciences