Wood Warren provides mergers and acquisitions, capital raising, and corporate finance advisory services to middle-market companies. Upon engagement, the Firm works closely with the senior management team, board of directors, and shareholders to develop the appropriate strategies to achieve the optimal results for each client. By combining extensive company-specific due diligence with our capital markets and industry experience, Wood Warren is able to properly advise its clients regarding the targeted transaction.
We provide industry-focused investment banking and advisory services to clients across the globe.
We start by preparing a detailed overview of the business, then advise clients on all aspects of their company in order to strategically align with potential buyers.
We provide an in-depth understanding of the financial story and create a compelling forecast that holds up under buyer and investor scrutiny.
We provide clients with an extensive buyer network. Our team strategically assess the fit of potential acquirers and goes to market accordingly.
We begin by defining a clear strategy, then develop a comprehensive list of candidates that fit within the target company profile.
Using our deep industry knowledge and long-existing relationships, we narrow targeted lists based on the client’s strategic goals and directives.
We contact targets and help our client to understand strategic fit, identify potential synergies, and negotiate the best financial outcome.
We utilize our extensive relationships with financial institutions to help companies to raise senior and subordinated debt.
We help our clients to raise funds for strategic initiatives identified by management or fund an acquisition.
We help our clients to find equity investors to buy their ownership position or a lender who can provide liquidity via a dividend distribution.
Shareholders, boards of directors and senior managers sometimes need an independent and experienced corporate finance advisor to provide a perspective on matters ranging from a specific transaction to strategic plans. The Partners at Wood Warren have a diverse skillset and extensive experience working with companies across a variety of industries, stages of development and corporate finance challenges and can bring that often needed independent and seasoned perspective.
By engaging Wood Warren, clients can supplement their own team and skillset on an as-needed basis with the expertise required for the situation. The Partners have provided corporate finance advice to companies ranging from start-ups to the Fortune 500.