Services

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.

Approach

Team-based

Principals – only, no junior staff

Total team commitment 

Advisory Board Input

Geography

North America

Offshore

Europe 

Clients

Mix of large and mid-size  

No Startups

Revenues > $3 million

Break-even +

EBITDA positive

 

Transaction Sizes

M&A  
     Entity Value > $3 million

Equity Raises > $2 million

Debt Raises > $1 million

Summary of Services

Debt/Equity Capital Raising

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.

M&A - Sell Side/Buy Side

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.

Restructuring Services

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.

Strategic Analysis & Valuations

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.

Technology Consulting & Advisory

Beechwood can help to enhance technical capabilities in order to increase a client’s attractiveness to both investors and acquirors.

AI, Data & Analytics Services

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.

Beechwood Capital