Mergers & Acquisitions

With over 30 years of combined M&A, Valuation, and Integration experience, the Pivot Capital team embraces a more dynamic and holistic teaming approach of analyzing a transaction from the scope of many different angles. Through this approach to process management, Pivot Capital can deliver in harvesting the VALUE built within your company.

What We Do

We assess funding requirements, strategic vision, outlook, and business culture to help company management and shareholders raise the investment capital required to grow their business. Growth Capital involves raising funds for strategic initiatives identified by management or acts as a mechanism for funding acquisitions

Our Process

We work with our clients to thoroughly prepare for this kind of rigorous business evaluation before we go to the market and engage with potential investors who have proven track records of building successful companies.

Assess Market Opportunity

We start by clearly articulating the market opportunity and strategic goals of the client.

Position the Company

Our bankers position the company in a way that will capture the right investment partner’s attention.

Produce a Financial Forecast

Our financial analysts will produce a detailed, defensible, and compelling economic forecast to drive a premium valuation.

What We Do

At Pivot Capital, we want to see your organization thrive; and we want to be your partners in achieving that growth success. Through Pivot Capital’s buy-side advisory and integration services, we can run alongside an organization’s acquisition and management team to provide unique insights and lend to or fully manage the process.

Buyside Advisory

We help to be that “deep dive” diligence team you may be seeking before evaluating a potential acquisition. With our background in both Valuation and Integration, the Pivot Capital team maintains the resources necessary to assess any potential synergies or operational inefficacies. These may be prevalent before making a possible transaction and coming in post-merger to help acquirers achieve their total ROI.

Source Potential Targets

We start by gaining a clear understanding of the drivers behind our client’s acquisition process. For example, what are the motivations behind developing an acquisition process? Are we looking to expand geographically? Are there human capital needs or systems missing within our organization that we feel can be filled through a potential acquisition? Once we clearly understand our client’s needs, we develop a focused target list and begin the qualification process.

Qualify Potential Targets

Pivot Capital maintains a robust rolodex of companies across many sectors, industries, and geographies. Our focus is to deliver a diverse group of potential targets that focus on the operational needs of our clients.

Advising

We maintain a robust network and knowledge of the industries we practice in, allowing our team to provide key insights and open the right doors when the timing is right.

Mergers & Acquisitions • Capital Raises Strategic Advisory

Chicago • Atlanta • Tampa

Mergers & Acquisitions

What We Do

Our Process

What We Do

Buyside Advisory