Our Process Investment Banking

Our clients range from growing businesses looking for growth capital to mature businesses looking to provide liquidity to shareholders. Each client has unique needs, time horizons and concerns, and each may be at a different point in their life cycle. Some clients are evaluating a merger, acquisition or divestiture. Others may be seeking capital for growth, looking to obtain independent benchmarks of the value of their businesses or are in some stage of an exit or transition strategy. The common thread with every client is the need for a customized solution to move from the current position to the desired outcome.

A private equity recapitalization often times means selling a majority stake in the business (although a small percentage of these types of transactions involve minority investments) to an institutional capital provider who will become an active shareholder alongside existing shareholders/management in the business. The goal is to partner with these types of investors, who can bring more capital investment to help grow the business, via internal growth and making acquisitions, with the ultimate goal of another sale in the future whereby everyone cashes out at a higher valuation. AmbroseAdvisors helps its clients run a competitive process to source the most ideal partner, negotiates the terms of the transaction, assists with all due diligence and coordinates the closing process.

More Than "Just" A Solution

Tailed Solutions For Your Business Needs

We earn our Client’s trust and respect by incorporating the client’s knowledge of their business and the industry for which it operates into the analysis and solutions we create.

The AmbroseAdvisors Approach Client Engagement Process

The key to every successful transaction is FIRST understanding the goals and objectives of the client. We thoroughly review our client’s objectives, the current market conditions for their business and any obstacles that may exist to achieving each of the desired objectives. Through our Client Assessment Analysis we create the blueprint to identify what specific actions to take and the timelines needed from pre-transaction though post-transaction.

Client Assessment Analysis

Tax Planning Strategizing to minimize tax liabilities when selling your company. Including optimizing the timing of the sale, structuring the transaction efficiently, and considering tax implications on capital gains and other assets.
Specific Liquidity Needs Immediate cash requirements that you may have during or after the sale. This could influence how the sale is structured, such as needing more upfront cash or installment payments to meet personal or business obligations.
Valuation Thresholds Specific financial benchmarks that determine the minimum acceptable value for your company. Meeting or exceeding these thresholds is crucial to achieving your desired financial outcome from the sale.
Risk Management Involves identifying and mitigating potential risks that could affect the sale, such as market fluctuations, legal liabilities, or operational challenges. Effective risk management ensures a smoother transaction and protects the value of your company.

Get Started Today

Reach Out to an AmbroseAdvisor

The simplest way to begin the process is to contact us. You should determine whether we are the right type of professionals to advise you and your other advisors through a transaction process. This is essential — we are trusted advisors to each of our clients, and we believe that each client relationship should be founded on trust.

Meet Our Team

"AmbroseAdvisors was exceptionally knowledgeable and responsive to our needs and challenges as we worked through the ESOP process. We encountered some unique difficulties but with their steady guidance and expertise, they helped us navigate through these difficulties to a successful closing. Furthermore, they continue to guide us post-closing to ensure that we are in full compliance with all regulatory requirements, as well as enabling us to adequately counsel our management and employees so they fully understand and appreciate the benefits of the ESOP. I give them my unqualified recommendation to any company seeking an expert advisor for an ESOP." — General Counsel of a Chain of Fine Dining Restaurants

"Mike and the whole Ambrose team were and are great to work with. They were instrumental in us getting our deal across the finish line and were super easy to work with. I appreciated their communications style and responsiveness for sure, and would recommend them to any friend." — CEO of a Craft Brewery

"It was critically important that we remained focused on our business during the transition period. There is no way that could have happened without the expert team AmbroseAdvisors brought to the table. From accountants, legal, banking, and everything else, the team was top notch. AmbroseAdvisors made it possible to stay focused on our business during the transition period. Every process of the transaction was handled with competency and care. We could not be happier with the performance of AmbroseAdvisors." — CEO of a Pool Contracting and Service Business

"AmbroseAdvisors ran the process for two of the biggest financial events in our 20-year history as a company. These guys have the answers and their approach is no-nonsense, egalitarian and always data-driven. We continue to rely on their expertise." — CEO of an IT Consulting and Services Company

"We had the opportunity to be introduced to the Ambrose team through a very well regarded prestigious Financial Advisory firm. We talked to approximately three firms plus an incumbent firm we had previously engaged that had successfully sold our first company. After thoroughly vetting the newcomers against the incumbent we selected AmbroseAdvisors to be our Partners throughout the sale of our second company. They took a significant amount of time and effort to learn our industry, collaborate with us and then aggressively marketed our company. The Ambrose Principals ran a very organized process, vetted and weeded out a number of potential buyers throughout the process so that we could stay focused on growing our business, an important part of their strategy to ensure the business didn’t suffer during the sale process. Upon our final selection of a buyer, The Ambrose Principals diligently negotiated the maximum value for our business and did not back down during intense negotiations on our behalf. Selling a company can be a very stressful and emotional time for the sellers, Ambrose really helped to ensure it was minimized for us. We would highly recommend engaging AmbroseAdvisors when considering the best sale options for your company and employees." — Senior Vice President of a Consulting Company