Investment Banking
ExpertiseBartow Street Capital is a boutique investment bank with senior-level experience in real estate, and general industrials.
Specialties
Investment Banking
Bartow Street Capital raises capital for companies and funds and participates in sell side M&A transactions. The firm’s key professionals include: Cliff Lipscomb, Managing Director, and John Kilpatrick, Managing Director.
CAPITAL RAISING
We assist middle-market and emerging growth companies in accessing the dynamic private capital markets for equity and debt financing.
Mergers & Acquisitions
We can represent both buyers and sellers by providing quality assistance on Exclusive Sale Transactions.
FINANCIAL ADVISORY
We provide financial advisory services to top management, directors, and business owners.
Expertise
- Extensive Industry Relationships
- Financial Markets Expertise
- General Industrials
- Healthcare
- Independent and Objective
- Private Equity
- Real estate
- Senior Level Attention
- Venture Capital
Our Clients Include:
- Biotech companies
- Construction companies
- Energy companies
- Medical device companies
- Oil & Gas companies
- Pharmaceuticals companies
- Private equity funds
- Venture capital funds
Investment Banking
Capital Raising
We assist middle-market and emerging growth companies in accessing the dynamic private capital markets for equity and debt financing. Over the years, these markets have grown to encompass thousands of capital providers of varying quality and reputation. Growing middle market companies have numerous options to consider when evaluating how to grow their business. Two of the most important are finding value-added partners to invest in the company and executing a transaction at the appropriate valuation.
We represent clients as an agent in raising capital from institutional investors. The types of capital raising transactions we look for include venture capital for emerging growth companies, growth capital for more established companies, and leveraged acquisitions and recapitalizations for growth-oriented companies with strong cash flows.
Through this experience, we have formed relationships with hundreds of capital providers across the country and internationally who invest across industries and stages of a company’s lifecycle. While every capital raise introduces new relationships, we have built a broad network of contacts with reputable venture capital firms, capital raising groups, mezzanine funds, and senior lenders, many of whom view Bartow Street Capital as a proprietary source of deal flow for quality middle-market opportunities.
Since the market requires that a company represent a significant growth opportunity combined with a highly qualified management team, we are highly selective regarding our capital raising clients. We typically work with established companies, but we will assist companies at an earlier stage of development that have exceptional growth potential. In arranging a capital raising transaction, we assist our clients by:
– Determining the amount and type of capital to be raised
– Establishing an initial valuation range
– Establishing proposed terms of the financing
– Preparing the offering memorandum and detailed financial model
– Utilizing our extensive network to contact private capital sources
– Negotiating final terms of the financing
Capital Raising for Funds
We represent funds who are raising capital in the private equity or venture capital markets. We assist our clients by:
- Determining the appropriate raise size
- Performing due diligence
- Identifying and prioritizing potential investors
- Developing the appropriate marketing/pitch strategy
- Communicating and soliciting interest from potential investors
Capital Raising for Companies
We represent companies who are raising capital in the healthcare, real estate, and general industrials market. We assist our clients by:
- Determining the appropriate raise size
- Performing due diligence
- Identifying and prioritizing potential investors
- Developing the appropriate marketing/pitch strategy
- Communicating and soliciting interest from potential investors
Investment Banking
Mergers & Acquisitions
M&A Sell Side Services
Exclusive Sale Transactions: We represent sellers on an exclusive basis and manage the entire process of selling a company or one of its business units. This is a comprehensive, turnkey process. We assist our clients by:
- Determining the expected valuation range for the business
- Performing due diligence
- Preparing a memorandum describing the business
- Building a detailed financial model
- Identifying and prioritizing potential buyers
- Developing the appropriate marketing strategy
- Communicating with and soliciting interest from potential buyers
- Evaluating offers
- Helping negotiate the transaction
M&A Buy Side Services
On buy side transactions, we represent purchasers in acquiring a targeted business. The purchaser may be an individual, a company, or a capital raising group. We may initiate the transaction by bringing the potential acquisition idea to the client or the client may ask our assistance in completing a transaction with a target they have already identified or even with whom they have initiated discussions. Depending on circumstances, we assist our clients by:
- Valuing a target business
- Analyzing the financial impact of the acquisition
- Performing due diligence
- Developing the purchase proposal and negotiating strategy
- Negotiating the terms of the purchase
- Arranging financing as required
Investment Banking
FInancial Advisory
We provide financial advisory services to top management, directors, and business owners. These services typically address critical strategic issues impacting shareholder value such as:
- Determining optimal capital structure and financing needs
- Evaluating financial alternatives (IPO, recapitalization, sale, etc.)
- Ascertaining liquidity options available to shareholders
- Assessing merger, acquisition, and divestiture strategies
- We also provide valuation services and fairness opinions for a broad range of business, estate, and transaction requirements.