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Our Services


Investment Banking Advisory

We provide full service assistance to directly sell a company

or asset.  ​Our services include assistance with:   ​​​

  • Review of strategic alternatives and valuation

  • Development of a market positioning

  • Creation of marketing materials

  • Creation of financial models

  • Aid the formation of a target ‘buyers list’ 

  • Assistance with reach-out and communication to the buyers list

  • Overseeing the marketing process, including requests and management of any indications

  • Aiding with negotiations and response paths 

  • Reviewing deal/transaction terms

  • Assistance with diligence and reverse buyer diligence

Image by Benjamin Child
Decision to Engage

Investment Banking Consulting

We assist companies identify, connect with, evaluate,
hire and manage a third-party investment bank for a transaction when out of scope for Segment Capital Advisors

Decision to Engage an Investment Banker

Segment Capital helps companies evaluate the merits of hiring an investment bank:



₋Market coverage

₋Evaluation of offers in hand

₋Corporate disruption

₋Confidentiality / privacy / market rumor

Source & Connect with the 'Right' Investment Bank

Segment Capital identifies and introduces investment banks who are the 'right' fit: 


-Industry knowledge

-Buyer/investor reach

-Interest in a client’s project

Negotiate and Hire
an Investment Bank

  • Guide the selection of an investment bank

  • Assist with the structuring of an investment banking engagement

  • Negotiate fee arrangements and pricing

  • Provide engagement best practices to codify and ensure proper alignment between banker and client

Client Support and
Utilizing & Managing an
Investment Bank

  • Provide client support related to document and financial analyses

  • Review banker work product throughout the process

  • Facilitate communication and dialogue

  • Serve as a client advocate and troubleshoot any issues to ensure client’s transaction goals are met

We Ensure Successful Sales and Capital Raises!
Negotiate and Hire
Canary Wharf London

Investment Banking Project Advisory Services

Assistance with an Existing Process or Transaction Opportunity 

Utilizing its experience, Segment Capital can also assist clients who desire a little extra guidance with a transaction without the full expense of hiring an investment bank: 

  • Create financial models and analyses of options

  • Research comparable trading multiples and research comparative transactions

  • Assist with set-up, organizing, and managing a data room

  • Assist with the development and review of strategic alternatives

  • Analyze and evaluate deal terms including valuation, transaction consideration, deal structure, and deal conditions

  • Aid with negotiations or response paths

  • Highlight considerations in accepting any strategic offers


To learn more about Segment Capital's experience and expertise in advising companies regarding a transaction process, please call or email us:

Contact:  Mr. Evan Schwartzfarb, / (917) 819-6944

Main Phone:  (917) 565-8098 

General Email:

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