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Investment Banking

We are a boutique Investment Bank with a focus on delivering on your goals and objectives. We can provide Valuation services for your business, raise growth capital via minority investors, or help you find a majority investor to sell your company and run the merger and acquisition process. We are also adept at finding suitable Debt facility for our clients. Securities offered through GT Securities, Inc., member FINRA, SIPC.

Services

Capital Raising

Private Financing for Growth or Recapitalization – Offering independent, objective advice about financing alternatives, our professionals are experts in structuring debt and equity financings, and in accessing specific private capital markets to achieve optimal terms for our clients. We have extensive capabilities with specific expertise regarding senior debt, second lien debt, mezzanine and subordinated debt, preferred and common equity and sale-leaseback financing.


Mergers & Acquisitions

Whether you have a family-owned business, private equity-backed or a public enterprise, we have the expertise and relationships to help you maximize your long-term value. Our professionals have advised clients on almost every conceivable transaction structure, deal term and document provision. Just as important, we have relationships with the right people to help you achieve your goals, whether it’s a liquidity event or completing your next acquisition.


Valuations

Preparation of CIM/ Sales Deck – Understanding Business Models, story preparation, conducting industry research, incorporating historical financial data, and five year planning and proforma.
Valuation Model - Understanding Business Model, adding historical financials and forecasting for next 5 years. External sources such as Capital IQ and Pitch Book data will also be available.
Merger Model - Understanding Business Model, Preparing merger scenario and forecasting.


Advisory

We Listen, Counsel and Help You Execute - We provide a customized approach to helping our clients meet their growth objectives and make our network of investors compete for our client’s business.



Industries Covered

In the deal business, knowledge is power. We use our deep expertise to provide sector-specific guidance in a handful of industries. We have advised, operated and invested in our select sectors with many of our senior team coming out of industry leadership posts. As a result, we provide clients with significant transaction experience, operational expertise, and a global network of corporate relationships, collectively aimed at achieving the optimal outcome.


BUSINESS & FINANCIAL SERVICES

We understand acute customer needs and human capital are at the forefront of your business strategy. Our team has diversified experience in both the business and financial services industries, including the following sectors:

  • Banking & Insurance
  • Fintech
  • Human Capital & Specialty Consulting
  • Information Services
  • Marketing Services & Advertising Agencies
  • Mortgage & Finance

CONSUMER PRODUCTS & SERVICES

We believe in a culture of commitment to operate in our communities with the utmost integrity and social responsibility.

  • Active & Healthy Living
  • Agriculture
  • Discretionary & Luxury Goods
  • Durable Goods
  • E-commerce
  • Food & Beverage
  • Mass & Specialty Retail
  • Casual, Fast-Casual, Fine Dining & QSR Restaurants

HEALTHCARE & LIFE SCIENCES

Our team has extensive relationships throughout the value chain and our clients include some of the most well-respected industry participants, including in the following sub-sectors:

  • Healthcare Services
  • Managed Care
  • Medical Products & Distribution
  • Physician Services, PPMs & DPMs
  • Pharma & Laboratories

INDUSTRIAL & RENEWABLES

We believe in fueling the fire of economic growth, which very often starts in these industries.

  • Building Products
  • Capital Goods & Equipment
  • Chemicals
  • Distribution & Logistics
  • Diversified Industrials
  • Energy (water, solar, wind)
  • Engineering & Construction
  • Paper, Plastics & Packaging
  • Transportation

REAL ESTATE & HOSPITALITY

Our industry professionals bring significant advisory, operating and investment history from industry leaders in hospitality and lifestyle real estate.

  • Home Builders & Developers
  • Hotels & Resorts
  • Gaming
  • Management & Real Estate Services

TECHNOLOGY

This vertical has the ability to change the world faster than any other. Our sector teams bring hands-on experience in the following:

  • Business Management Software
  • Cloud Software & Services
  • Commercial & Consumer Technology
  • Cybersecurity
  • Data & Analytics
  • EdTech
  • FinTech
  • HealthTech
  • SportsTech
  • Tech Services & Consulting

SPORTS, MEDIA & ENTERTAINMENT

Operating in the heart of the entertainment capital of the world, Los Angeles, our experienced professionals are dedicated to providing financial expertise.

  • Advertising & AdTech
  • Digital Media & Entertainment
  • Gaming
  • MarTech
  • Professional Sports
  • Gaming
  • SportsTech
  • Traditional Media
  • Virtual Reality & Augmented Reality