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We Don’t Go Home Until the Job is Done

Middle market companies face a myriad of challenges to grow and prosper. When owners and management (often one in the same) move to tap the capital or strategic marketplace, unique complexities arise in almost every case. That is why we invest the time to get to know our clients not only as corporate entities but also as individuals.

We work with our clients to develop a broad array of options and general advice regarding valuation, capital and strategic positioning, financing and strategic buy- or sell-side guidance. This can be done for planning purposes or working with boards in advance of a transaction.

We know you have a deep, personal attachment to the business you’ve worked so hard to build. That’s why we strive to create options for our clients so that they can evaluate and select the most optimal strategic and financial alternatives. To achieve this, we listen, we analyze, and we advise as to likely successful alternatives before we develop a highly customized plan to meet our clients’ objectives. We then execute according to that plan to bring the transaction to a successful close.

BUY-SIDE

Facilitating acquisitions to jump-start or accelerate growth
Growing through acquisition is a challenging strategy, and a big part of any successful acquisition is to buy the right target at the right time – in the right way. We work with acquisitive companies to identify, approach, finance and negotiate successful acquisitions. Our background in selling and financing middle market companies, plus an industry-centered approach to investment banking, gives us an excellent perspective from which to advise on acquisitions. Using our industry connections, we can often uncover possible acquisition opportunities before any formal auction process begins.

SELL-SIDE

Ensuring that you control the process instead of the process controlling you
The Spartan Group is committed to informed and intense advocacy and sponsorship throughout the process. Our primary goal is to create a discreet, controlled, and competitive sale process that secures the most favorable terms for our clients. We are hands-on and responsive to your distinct needs. We roll up our sleeves to get deals done. Our Sell-Side services include:
  • Sales and Divestitures
  • Recapitalizations
  • Management Buyouts and Go-Private Transactions

CAPITAL RAISE

Securing the funds that you need to grow
The Spartan Group has significant experience assisting companies in raising growth capital – including common and preferred equity, mezzanine capital and senior debt – to fund growth, acquisitions, restructurings and recapitalizations. We have deep relationships across the venture, private equity, and lending communities and are able to identify the most appropriate types of investors for a given business and properly position companies in order to generate the most optimal deal terms and close on a timely basis
  • Private Equity Placements
  • Mezzanine Financings
  • Recapitalizations
  • Institutional Debt Placements
  • Strategic Minority Investments
  • Registered Directs and PIPEs

Strategic Advisory

Bringing the best solutions to meet the needs of our clients
The Spartan Group assists companies, both public and private, on various strategic and financial issues. This can include advising on optimal capital structure, strategic alternatives, shareholder disputes (such as proxy battles), hostile takeover defense, and share recapitalizations. We offer a range of Strategic Advisory services:
  • Joint Ventures
  • Fairness Opinions
  • Valuations
  • Capital Structure Evaluation and Restructuring
  • Proxy Battle and Hostile Takeover Defense Advisory