Services for Businesses

Whether for arranging capital and financing, conducting acquisition searches or completing a successful sales transaction. Many private and public companies moving through the stages of the business cycle have come to rely on the expertise of CrossFirst Advisors. We partner with many middle-market and emerging growth companies in the $2 million to $100 million annual revenue range. Private and public companies. Private equity groups. Family owned businesses. Even high net worth individuals.

Our services have a reputation for helping clients maximize their value, as well as their after-tax net worth.

Primary Business Services:

• Buy-Side M&A Assignments
• Sell-Side M&A Assignments
• Divestitures
• Buyouts
• Strategic Ownership Planning
• Business Plans
• Fairness Opinions and Valuations
• Miniority Stock Transactions
• ESOP Formations
• Recapitalizations

Businesses in need of financial flexibility have found our assistance an advantage in working with debt and equity private placements, securing senior debt facilities or mezzanine and other subordinated debt. Management and operation improvement consulting is also available in certain industry sectors.