AmbroseAdvisors is an investment banking and financial advisory firm that provides a full range of liquidity transaction options, capital placement, and valuation advice. We also have a core focus and deep expertise in helping business owners evaluate, structure, implement and finance ESOP buyout and M&A transactions, and then, where applicable, helping our ESOP clients manage and administer their ESOP post-closing.
Our Services: Exit Strategies, Sale Transactions, Capital Placement and Business Valuations
Investment Banking
AmbroseAdvisors helps business owners develop and implement business succession strategies and extract value and liquidity from their businesses utilizing the following transaction options:
ESOP Buyouts
Structuring, negotiating, implementing and placing financing for the sale of all or a portion of the company’s stock to an ESOP. AmbroseAdvisors acts as the sell-side investment banker/financial advisor for the selling shareholders in the transaction to structure, finance and execute an ESOP buyout transaction from its evaluation stage (beginning) to its execution stage (end). Explore the Benefits
Sell-Side M&A Process
Planning and executing a highly organized and competitive process to obtain multiple bids from both strategic and financial buyers. Explore the Benefits
Dual-Track Process
Evaluate after-tax proceeds from an ESOP buyout transaction while simultaneously exploring a third-party M&A sale transaction in order to create options, compare and maximize after-tax proceeds for our client. Explore the Benefits
Private Equity Recapitalization
Sourcing private investors to recapitalize the company’s balance sheet via an infusion of new equity and debt. How Ambrose Helps
Business Valuations
Prior to engaging in any transaction, whether an M&A sale process, ESOP buyout, Private Equity Recapitalization or Capital Procurement, we always start with determining the value of your business. This is critical for helping you determine the type of exit transaction and the timing of running a process to complete a transaction. Our on-staff team of business appraisers and financial advisors will do an in-depth assessment of your business and properly adjust your financial statements to determine a supportable range of value so that you can make critical strategic decisions.
How Ambrose Helps
Capital Procurement
We source and place debt and equity capital to fund growth, refinance existing debt or recapitalize your balance sheet. We have national relationships with bank lenders, alternative non-bank lenders, subordinated debt lenders, family offices, alternative investors, and private equity funds that we can source for the right opportunities.
How Ambrose Helps
ESOP Third-Party Administration Services
AmbroseAdvisors acts as a long-term partner to its ESOP clients by providing ongoing recordkeeping and third-party administration services to its ESOP clients in addition to its ESOP investment banking services. We provide full-service consulting and coordinate with human resource departments, trustees, attorneys, valuation experts and certified public accountants in the administration process. Our professionals provide timely and accurate reports and participant account statements. We have significant experience in plan administration and recordkeeping for ESOPs.
How Ambrose Helps
Consultation
AmbroseAdvisors works with clients who are seeking ESOP consultation, recordkeeping and plan administration services. Our Advisors are able to provide objective, independent consulting in connection with ESOP matters.
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