Creative financial engineer, skillful salesman, insightful strategic advisor, experienced operations consultant, astute psychologist and trusted friend—Greif & Co. does more, far more, than just expertly execute high-value corporate transactions for its entrepreneurial clients. We shepherd them through every challenging step and all aspects of their typically transformational journey, doing whatever is required to help them achieve both their corporate and personal objectives.
Services
INVESTMENT BANKER AS CONSIGLIERE
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Sell-Side M&A
What’s more than a quarter-century of experience worth to you as a seller? Millions of dollars of incremental value created by our marketing expertise, negotiating skill, industry knowledge and deep, longstanding relationships with strategic and financial buyers spanning the globe. With an unwavering laser-focus on optimizing value for entrepreneurial, closely-held companies―many of which are family businesses―we provide a turnkey service spanning valuation assessment, go-to-market strategy, marketing material preparation, buyer identification and outreach, due diligence oversight, and complete transaction execution from beginning to closing. All transactions are complex, requiring highly-skilled, seasoned dealmakers sensitive to their clients’ needs who can craft custom solutions and defuse the inevitable landmines that might otherwise blow a deal sky-high.
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Buy-Side M&A
To buy or not to buy, that is the question. We assist buyers in evaluating market opportunities and identifying potential acquisition targets that best fit their objectives and strategies. As an independent firm, we provide objective advice about the merits and valuation of target companies, including the “go-no go” decision. We conduct acquisition searches, initiate discussions with the seller, assist in due diligence investigations, raise the requisite acquisition financing and help structure, negotiate and close the transaction. All in a day’s work.
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Equity Financings
There’s more than one way to grow a business. For privately held companies, we specialize in arranging private placements of equity securities, including assisting clients in determining the optimal capital structure, identifying potential investors and raising the financing on the best terms available.
We offer a broad range of equity financing services to our clients, including sourcing both growth capital to fund grassroots expansion or to finance acquisitions, as well as the sale of minority equity positions to provide entrepreneurs with partial liquidity while retaining control of the enterprise. We connect our middle-market growth clients with a broad network of high-quality, long-term investors to deliver optimal results. We maintain an active network of financial sponsors, hedge funds, financial institutions, family offices and sovereign wealth funds.
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Debt Financings
We maintain a global network of capital resources to provide senior debt, second lien and mezzanine capital to our clients. We raise debt financing to fund de novo growth and acquisitions, restructuring or refinancing existing debt, dividend recaps and recapitalizations associated with ownership transition, ESOP transactions and/or partial liquidity events. We model and engineer all layers of the capital structure, including unitranche solutions entailing senior and subordinated debt as well as equity, if that “heavy lifting” is the optimum means to achieve our client’s objectives.
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Recapitalizations & Restructurings
Leveraged recapitalizations have become an increasingly popular and attractive solution for many closely-held companies, minimizing if not eliminating entirely equity dilution for the current owners. Through these dividend recap transactions, companies can monetize a portion of their ownership, obtaining liquidity for the equityholders and growth capital for the company, while enabling the principals to retain either majority or minority ownership and continue as masters of their destiny.
Our team also has the capabilities, experience, and expertise to advise our clients on complex financial restructuring transactions. Our services include: restructuring existing debt and equity both in and out-of-court; Chapter 11 planning through confirmation; negotiation, structuring and confirmation of plans of reorganization; expert testimony; securing debtor-in-possession and other financing; representing buyers and sellers of distressed companies, assets, and divisions; valuation services; and structuring exchange offers.
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Valuations & Fairness Opinions
We provide fairness opinions and business valuations for owners, boards of directors and executives of middle-market companies nationwide, offering advice on equitable pricing of mergers, acquisitions, ESOPs, security issuances, financial restructurings and recapitalizations, related party transactions, down-round financings―whatever the need. We perform our business valuations and fairness opinions by thoroughly examining each prospective transaction and its potential financial impact on the company and its equityholders, maintaining objectivity throughout the process.
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Sell-Side M&A
What’s more than a quarter-century of experience worth to you as a seller? Millions of dollars of incremental value created by our marketing expertise, negotiating skill, industry knowledge and deep, longstanding relationships with strategic and financial buyers spanning the globe. With an unwavering laser-focus on optimizing value for entrepreneurial, closely-held companies―many of which are family businesses―we provide a turnkey service spanning valuation assessment, go-to-market strategy, marketing material preparation, buyer identification and outreach, due diligence oversight, and complete transaction execution from beginning to closing. All transactions are complex, requiring highly-skilled, seasoned dealmakers sensitive to their clients’ needs who can craft custom solutions and defuse the inevitable landmines that might otherwise blow a deal sky-high.
-
Buy-Side M&A
To buy or not to buy, that is the question. We assist buyers in evaluating market opportunities and identifying potential acquisition targets that best fit their objectives and strategies. As an independent firm, we provide objective advice about the merits and valuation of target companies, including the “go-no go” decision. We conduct acquisition searches, initiate discussions with the seller, assist in due diligence investigations, raise the requisite acquisition financing and help structure, negotiate and close the transaction. All in a day’s work.
-
Equity Financings
There’s more than one way to grow a business. For privately held companies, we specialize in arranging private placements of equity securities, including assisting clients in determining the optimal capital structure, identifying potential investors and raising the financing on the best terms available.
We offer a broad range of equity financing services to our clients, including sourcing both growth capital to fund grassroots expansion or to finance acquisitions, as well as the sale of minority equity positions to provide entrepreneurs with partial liquidity while retaining control of the enterprise. We connect our middle-market growth clients with a broad network of high-quality, long-term investors to deliver optimal results. We maintain an active network of financial sponsors, hedge funds, financial institutions, family offices and sovereign wealth funds.
-
Debt Financings
We maintain a global network of capital resources to provide senior debt, second lien and mezzanine capital to our clients. We raise debt financing to fund de novo growth and acquisitions, restructuring or refinancing existing debt, dividend recaps and recapitalizations associated with ownership transition, ESOP transactions and/or partial liquidity events. We model and engineer all layers of the capital structure, including unitranche solutions entailing senior and subordinated debt as well as equity, if that “heavy lifting” is the optimum means to achieve our client’s objectives.
-
Recapitalizations & Restructurings
Leveraged recapitalizations have become an increasingly popular and attractive solution for many closely-held companies, minimizing if not eliminating entirely equity dilution for the current owners. Through these dividend recap transactions, companies can monetize a portion of their ownership, obtaining liquidity for the equityholders and growth capital for the company, while enabling the principals to retain either majority or minority ownership and continue as masters of their destiny.
Our team also has the capabilities, experience, and expertise to advise our clients on complex financial restructuring transactions. Our services include: restructuring existing debt and equity both in and out-of-court; Chapter 11 planning through confirmation; negotiation, structuring and confirmation of plans of reorganization; expert testimony; securing debtor-in-possession and other financing; representing buyers and sellers of distressed companies, assets, and divisions; valuation services; and structuring exchange offers.
-
Valuations & Fairness Opinions
We provide fairness opinions and business valuations for owners, boards of directors and executives of middle-market companies nationwide, offering advice on equitable pricing of mergers, acquisitions, ESOPs, security issuances, financial restructurings and recapitalizations, related party transactions, down-round financings―whatever the need. We perform our business valuations and fairness opinions by thoroughly examining each prospective transaction and its potential financial impact on the company and its equityholders, maintaining objectivity throughout the process.