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Investment Banking Related Services

Stern Brothers is skilled in providing comprehensive investment banking related services for both publicly traded and closely held corporations. The Stern Brothers professionals are experienced in studying the needs of the client and representing their interest in a variety of transactions such as mergers and acquisitions, raising capital, refundings and balance sheet restructuring.

Financial Advisory

Purchasing or selling a company is a multi-step process and Stern Brothers offers a complete array of financial advisory services to assist buyers in making sound financial decisions. 

Stern Brothers can be retained to provide professional assistance in any or all phases of the acquisition process, including:

  • Defining criteria for screening potential acquisition candidates.
  • Identifying potential candidates through Stern Brothers’ contacts, information resources and search procedures.
  • Evaluating and ranking candidates using the buyer’s acquisition criteria.
  • Approaching and contacting selected acquisition targets on a discreet, confidential basis.
  • Preparing offers and structuring transactions to meet the needs of both buyers and sellers after consideration of all relevant valuation, tax, legal and accounting issues.
  • Assisting management in all aspects of the negotiation process and working with lawyers and accountants through preparation of the contract and closing of the transaction.
Have an Acquisition Plan?

For a company with an acquisition plan or one that is being formulated, Stern Brothers can help evaluate the program and recommend additional steps to be considered.

For the board of directors of a company, deciding whether or not to sell the company is a difficult decision. Objectivity is often clouded by conflicting goals and personal desires. Engaging an independent professional organization such as Stern Brothers can help to formalize goals and assess the alternatives.

Stern Brothers, utilizing the utmost discretion and confidentiality, guides a potential seller from the initial decision through the completion of the transaction, including:

  • Completing an independent investigation and valuation study of the company in order to determine a realistic range of values
  • Preparing a descriptive and persuasive selling memorandum explaining the company and its potential
  • Identifying, qualifying and contacting buyers on a confidential basis at the appropriate level in order to facilitate proper consideration and a prompt response
  • Assisting management in negotiations
  • Working with the buyer and the seller to develop a mutually satisfactory structure for the transaction
  • Monitoring the closing schedule and activities of other professionals in order to maximize the probability of closing the transaction promptly based upon a mutually agreed upon time schedule

Raising Debt / Equity Capital

The services include the following:

  • Bond financings

  • Raising debt and/or equity for public or private companies

  • Industrial revenue bond financing and leveraged buyouts

The Corporate Finance Group is experienced in analyzing and determining the alternatives for raising debt and/or equity capital for businesses leading to the placement of the financing in the public or private marketplace. 

M&A Advisory

Stern Brothers provides valuation opinions, sell-side, and buy-side advisory services as long as our independence is kept. We work with thousands of family-owned businesses, boards of directors, and various advisory groups. We have over 100 years of rich business experience with a strong acumen for finding transaction synergies for both sides.

The services include the following:

  • Analysis of merger, acquisition, and divestiture candidates

  • Buy/Sell agreements

Questions?