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Corporate Finance Hero

Corporate Finance

Navigate Middle Market Deals with Confidence

Our investment banking practice provides a range of services to entrepreneurs, privately held businesses, and investors active in the middle market. We offer investment banking services tailored to meet the objectives of our clients. Our proven capabilities consistently deliver the most desired outcomes for clients.

We take a highly disciplined, communication-driven approach to transaction execution that maximizes value and minimizes risk. As middle market leaders, the execution strategy is tailored to our clients’ unique circumstances based on middle market transactions. Our breadth of service offerings translates to established relationships with key industry players, senior executives, private equity funds, and lenders.

Transactions

Our practice boasts an experienced team with decades of experience closing transactions, headed by a senior executive available throughout the transaction. With a global network of resources in over 90 countries, our professionals are available to support your transaction wherever you need it. From acquisitions to recapitalizations, see our portfolio of our successful transactions.

Where We Can Help

Capital Raising

Having access to leading advisory consultants with decades of experience in the market can drive significant value for growing companies seeking new sources of capital.

Whether you’re refinancing a capital structure or raising debt capital for a new acquisition, we present a range of capital market options, make recommendations to fit your objectives, and execute a proven capital raising process. We work with equity capital, senior debt, mezzanine debt, and other debt capital.

ESOP

An ESOP (employee stock ownership plan) is a tax-advantaged transaction that can simultaneously accomplish several financial and tax objectives.

Business owners can individually tap into cash or a more liquid investment position without giving up ultimate control of their business. These plans also reduce a business’s federal income tax liability at any level of profitability while offering a valuable employee benefit to workers, increasing employee morale.

Financial Planning & Analysis

Strong financial internal controls and analyses are becoming increasingly important for companies at all stages of their life cycle.

Whether you need to outsource financial capabilities or add additional support to your in-house teams, we assist with the budgeting, forecasting, and analysis supporting major corporate decisions. Our services include cash flow modeling, financial projections, analytics, benchmarking, scenario analysis, and more.

Capital Raising

Having access to leading advisory consultants with decades of experience in the market can drive significant value for growing companies seeking new sources of capital.

Whether you’re refinancing a capital structure or raising debt capital for a new acquisition, we present a range of capital market options, make recommendations to fit your objectives, and execute a proven capital raising process. We work with equity capital, senior debt, mezzanine debt, and other debt capital.

ESOP

An ESOP (employee stock ownership plan) is a tax-advantaged transaction that can simultaneously accomplish several financial and tax objectives.

Business owners can individually tap into cash or a more liquid investment position without giving up ultimate control of their business. These plans also reduce a business’s federal income tax liability at any level of profitability while offering a valuable employee benefit to workers, increasing employee morale.

Financial Planning & Analysis

Strong financial internal controls and analyses are becoming increasingly important for companies at all stages of their life cycle.

Whether you need to outsource financial capabilities or add additional support to your in-house teams, we assist with the budgeting, forecasting, and analysis supporting major corporate decisions. Our services include cash flow modeling, financial projections, analytics, benchmarking, scenario analysis, and more.

Disclaimer

This information on this Site should not be construed as a recommendation, an offer of services, an offer to sell, or a solicitation of an offer to buy a particular service or security. While UHY Corporate Finance has made every attempt to ensure that the information contained at this Site has been obtained from reliable sources, UHY Corporate Finance is not responsible for any errors or omissions, or for the results obtained from the use of this information. Corporate finance services are provided only pursuant to a written agreement signed by UHY Corporate Finance personnel and the client. In no event will UHY Corporate Finance, or UHY Corporate Finance’s partners, agents or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Disclaimer

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