Services

Capital Alliance is a leading provider of financial consulting services to mid-market private company shareholders. Since our founding in 1976, we have completed more than 230 transactions with an aggregate transaction value in excess of $3 billion. Our membership in Oaklins International provides our clients with access to the global mergers and acquisitions marketplace.

Sell-Side M&A

The process of selling a company is complex, disciplined and individualized. We structure the process to fit the client — not the other way around. The client’s specific circumstances and strategic needs drive our recommendation of the process steps, the documentation needed to support the work and the scope of targets to include.

Through a combination of our own comprehensive network of contacts, and that of our international partners in Oaklins, we identify the most likely buyers — not merely the most obvious.

The right positioning is critical — we know how to craft an information memorandum that will resonate with buyers. We use personal outreach to communicate the value and strategic fit to each potential buyer.

We run a disciplined process, leveraging our industry knowledge, relationships and deal experience to drive greater value and achieve a successful outcome.

Buy-Side M&A

When advising buyers, we deploy our industry experience, our specialized research teams and our understanding of our client’s acquisition strategy to find the right company or asset at the right price. Once the fit has been determined, we help structure a transaction that resolves complex issues and produces a solution that works for all parties.

Our buy-side assignments — like all of our work — are conducted by partners and managing directors with a deep understanding of the markets we cover.

Consulting Services

Capital Alliance professionals are primarily operational experts with financial experience — not the other way around. We are entrepreneurs who’ve built and managed successful businesses. We’ve been CEOs and CFOs. We’ve overcome obstacles and created opportunities. We can help resolve your company’s challenges and leverage its opportunities.

Valuations

Our valuation services rely heavily on our knowledge of current market conditions and market valuation trends. Research and analysis performed by our Special Projects Group blends our unique market valuation insights with conventional valuation approaches. Clients receive the benefit of a valuation that takes multiple factors into account.