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Investment Banking

We specialize in investment banking services including M&A, Capital Raising, and Capital Structure Advisory for clients across a wide range of industries.

Our senior bankers bring deep professional relationships and in-depth industry knowledge to deliver exceptional results.

Mergers & Acquisitions Advisory

Our extensive industry knowledge and transaction experience set us apart.

The right advisor marries top-notch M&A strategies with a deep understanding of your industry. Whether you’re planning to sell your company or acquire a new business, our industry-focused experts can help. We assist buyers and sellers in developing M&A strategies, identifying and engaging with potential acquisition targets, structuring and negotiating transactions, and arranging acquisition financing.

Capital Raising

We can assist you in finding the right capital partners to help you achieve your business goals.

Whether you need growth capital, acquisition finance, or to recapitalize, we can leverage our team’s wealth of experience and relationships to ensure you find the capital partners for your unique business situation.

  • Debt Capital Solutions: Private Credit, Mezzanine Structures, Asset-Based Facilities, Convertible Notes, Unitranche Structures, Commercial/Corporate Loans, and Structured Debt Solutions

  • Equity Capital Solutions: High Net Worth individuals, Private Equity, Growth Funds, and Family Offices

Capital Structure Advisory

We specialize in evaluating and optimizing capital structures for companies and financial sponsors, ensuring the best outcomes for all stakeholders.

Our team excels in creating tailored solutions to meet each client’s unique needs. With a proven track record in private debt and structured equity facilities across various industries and market conditions, we effectively develop and execute comprehensive strategies.

Additionally, we have extensive experience in advocating for and negotiating on behalf of creditor interests. Our focus on capital structure advisory keeps us connected with capital providers and the investment community, allowing us to deliver valuable real-time market insights.

OUR PROCESS

How GCA Drives Value

1

Financial Analysis, Strategic Planning, and Valuation

Our process begins with thoroughly analyzing your business, examining operations, capital structure, and financials to gain a comprehensive understanding. We then assist in crafting a transaction-focused marketing strategy that includes outlined procedures, timetables, and estimated value ranges across scenarios via projection models. This strategic planning ensures you are well-prepared for the transaction process with a clear valuation and roadmap in hand.
2

Preparation of Marketing Materials & Approaching Buyers

Compelling marketing materials are crucial for attracting potential buyers. We draft a Teaser and Confidential Information Memorandum for Company review, ensuring all documents accurately represent your business's value. After identifying potential transaction parties, we finalize an approved list in collaboration with you, ensuring a strategic approach in the transaction process.
3

Legal & Regulatory Compliance

Navigating the complexities of legal and regulatory compliance is a cornerstone of our services. We collaborate on drafting and distributing Non-Disclosure Agreements (NDAs) to approved parties, facilitate negotiation and execution, and engage approved parties using marketing documents to assess interest.
4

Due Diligence Process

A rigorous due diligence process is essential for successful transactions. We assist in assessing interest and proposals from interested parties, manage the due diligence process, coordinate virtual data rooms, and facilitate presentations and site visits. Our expertise also extends to advising and aiding company management in preparing for discussions with interested parties, ensuring you are well-prepared and informed.
5

Deal Structuring

Structuring a deal that maximizes value and meets strategic objectives is a complex challenge. We aid in analyzing and evaluating potential transaction structures, provide advice on alternative structures, and develop negotiation strategies and financial negotiations. This includes covering letters of intent, term sheets, and transaction documentation, ensuring the deal structure aligns with your strategic goals.
6

Deal Closure & Support

Our support extends to the final stages of the transaction, advising and assisting in preparing presentations for the management and board regarding a potential transaction. We participate in relevant meetings and coordinate with the company's legal and accounting advisors as needed for the transaction. We aim to ensure a smooth deal closure, supporting you until the transaction is completed.

1131 4th Ave S, Unit 230
Nashville, TN 37210

inquiries@greenwoodcapitaladvisors.com
615-946-3462

@2025 Greenwood Capital Advisors LLC, All Rights Reserved
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  Greenwood Capital Advisors LLC  and BA Securities, LLC are separate, unaffiliated entities.