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investment banking services

With a focus on traditional corporate advisory services, the firm assists clients in connection with mergers, acquisitions, restructurings, divestitures and debt placements, in addition to other independent investment, corporate finance and strategic planning services. Typical financial transactions fall into one of the following categories.



MERGERS, ACQUISITIONS and DIVESTITURES


Mergers - The Greystone Group represents private and public companies in merger transactions encompassing a spectrum of requirements, from research and valuations to negotiations of definitive agreements. Although we typically act as exclusive advisors to our clients, in specific instances we will represent several groups in the capacity as third party mediator.

Acquisitions - We advise clients on acquisition strategies, supported by predetermined search criteria in lieu of strategic frameworks, and exclusively negotiate asset and stock purchase agreements. Building on a broad range of industry contacts and relationships, extensive databases and effective search concepts, we quickly identify acquisition targets that are synergistic to clients' current activities.

Working with our clients' professional accountants and attorney's, we carefully approach owners of the desirous assets and actively negotiate all applicable documents from the letter of intent stage through the definitive agreement.

Sales and Divestitures - We advise sellers of specific assets and companies on an exclusive basis. We prepare in-depth valuations, generate descriptive memoranda, research the market place for the most logical buyers, discreetly approach identified targets and proactively negotiate all business aspects of the transaction documents, including letters of intent and definitive asset or stock purchase agreements, working with our clients' respective legal and tax advisors.



CORPORATE ADVISORY SERVICES


"Greenfield" Investments - Building upon our extensive experience in conducting financial evaluations and due diligence, the firm offers in-depth investment research and advise to companies and individuals contemplating "Greenfield" projects or new operations and facilities.

Valuations and Fairness Opinions - We provide owners, controlling shareholders and management with independent fairness opinions and third party custom valuations. We utilize proven financial methodologies that drive value, and incorporate cross functional reviews of relevant markets, operational capabilities and financial strengths and weaknesses.



STRUCTURED FINANCING and RECAPITALIZATIONS


Bank and Mezzanine Financing - The Greystone Group assists clients with its capital structuring needs including restructures, and acts as an advisor to introduce and exclusively negotiate alternative senior and subordinate debt financing with single or multiple financing institutions.

Equity Financing - The Greystone Group represents companies in procuring institutional or private equity financing through numerous sources including buyout funds, merchant banks, industry specific funds, private equity funds and institutional investors. With extensive contacts and relationships, we reach the most logical and attractive investment organizations based on a range of investment criteria.