Our Services

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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

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:

₋Cost

₋Timing

₋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:

-Experience

-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

InvestmentBankingServices

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