Beechwood provides each client with a “large-firm” Wall Street-like services, specifically tailored for mid-size companies and entrepreneurs. We help our clients maximize the returns and success probabilities on their given transaction while taking into account the inherent sensitivities and variables present in middle market transactions.
Principals – only, no junior staff
Total team commitment
Advisory Board Input
Mix of large and mid-size
Revenues > $3 million
Entity Value > $3 million
Equity Raises > $2 million
Debt Raises > $1 million
Beechwood assists its clients in assembling the most attractive and flexible financing structures. This is accomplished by developing the optimum financing structure that meets management objectives, while adhering to investor portfolio requirements.
Beechwood assists corporate managers, boards and business owners by utilizing our expertise and experience to increase the marketability and maximize the sales price received for businesses.
Beechwood has the ability to raise debt, mezzanine and equity financing for the recapitalization of a distressed business to allow the business to regain its financial health.
Beechwood performs strategic options reviews and performs transaction and enterprise valuations for clients both as an adjunct to other investment banking advice and also as standalone assignments.
Beechwood can help to enhance technical capabilities in order to increase a client’s attractiveness to both investors and acquirors.
Beechwood has broad experience with AI platforms, algorithms, languages and implementations including predictive analytics and NLP. We can also assist with “build or buy” decisions, training and prototyping.