Financial Advisory

Financial advisory engagements can dramatically assist emerging or underperforming firms in developing capital strategies. Once multiple viable strategies are mutually identified and determined with the client, our firm can assist in the strategy development and implementation steps:

1. Develop client strategic options (new capital, merger, acquisition, recapitalization, debt restructuring, or the sale/divestiture of a business or business segment)
2. Assess the viability and probable outcomes of potential corporate transactions
3. Develop targeted capital markets access for clients to those sources of private and institutional capital (banks, asset-based lenders, specialty finance lenders, subordinated debt lenders, equity funds, buyout funds, and venture capital funds) that best fit the long-term client objectives
4. Develop an “auction market” for the transaction with identified sources to assure the best financial outcome for the client. Particular attention is placed on obtaining capital from those sources which best represent “patient” capital and/or bring the best partnership to the transaction.

Oak Capital Group assists Clients in assessing the “deal” motivations and market tendencies of all prospective capital sources,
develop and manage the due-diligence process and/or action plan associated with corporate transactions, and assist in the assessment, negotiation and closing terms for the optimum financial outcome of each transaction.