Capital Markets Group

capitalmarkets@marcumllp.com

Marcum LLP's Capital Markets Group serves the investment needs of both private and public companies throughout the country - especially the underserved needs of those with enterprise values from $25 to $500 million. We work closely with clients to understand their specific needs and objectives, and we then provide customized investment services based on the each individual company.

Mergers & Acquisitions

Marcum's team of professionals provides objective insight to the Mergers and Acquisitions (M&A) process, and specializes in minimizing risk while maximizing value for each transaction. Our experts offer clear, autonomous solutions and value to our clients unique transactional needs. Our comprehensive services extend beyond financial analyses to incorporate methods to effectively integrate disparate corporate cultures and infrastructures.

Our Mergers & Acquisition Transactional Services include:

• Due Diligence
• Negotiation
• Cash flow management / projections
• Alternative deal structuring to increase profitability and cash flow

Mergers and Acquisitions (M&A) are among the most complex activities that an enterprise can undertake. In today's business environment, mergers and acquisitions of middle market businesses are occurring with greater frequency. Strategic buyers and private equity firms with significant amounts of capital are fueling the growth in middle market transactions.

These facts, combined with high multiples for sellers, have created a market ripe to consummate transactions. An effective M&A strategy requires careful planning, including engaging the right advisers to assist in navigating through the intricacies associated with completing an M&A transaction.

Marcum has responded to the needs of buyers and sellers of middle market companies by the creation of a distinct group within our firm to meet these demands. Our Capital Markets Group includes accounting, tax, valuation and other consulting professionals with the expertise needed to provide strategic and private equity buyers with accounting, tax and business advisory services unique to M&A transactions.

Our Capital Markets Group professionals recognize that each transaction is unique and the suite of services to be provided can vary from one transaction to the next. We tailor our approach to complement the buyer's or seller's areas of need and provide strategic advice to assist our clients in minimizing the risks associated with a transaction. Our objective is to provide mission critical M&A support by placing a strong emphasis on stakeholder value and identifying key risks and benefits early in the process.

Special Situations:

Buying a company

• Target
• Industry
• Buy out a partner

Selling a business

• Partner
• Third party
• Find a buyer
• Going public

Companies Financing or Refinancing

• Recapitalizations
• Working Capital
• Acquisition Financing
• Structured Debt
• Mezzanine and Sub Debt