The extensive transaction experience and industry knowledge of our professionals enable FirstSouthwest to provide our clients with comprehensive advisory services across all stages of buy and sell-side transactions. Our capability to structure, negotiate and execute creative transactions helps our clients - corporations, entrepreneurs, financial sponsors and business owners - achieve their financial and strategic goals.

Our senior professionals work actively with our clients and are dedicated to achieving optimal results. FirstSouthwest’s transaction advisory services are rooted in our financial and industry expertise, our commitment to excellence, our creativity and our ability to deliver results.

Sell-side acquisition advisory services

• Comprehensive services for sell-side acquisitions, divestitures and other exit strategies
• Explore, analyze and advise on strategic alternatives
• Provide judgment on valuation and transaction structure
• Identify and evaluate potential acquirers
• Provide clients with assessment of market responses
• Provide objective advice on transaction structure, pricing and timing
• Support final execution of transaction
• Provide fairness opinions

Recapitalizations services

• Provide clients with comprehensive services for majority or minority recapitalizations, management buyouts and other liquidity events
• Assess liquidity needs and transaction structures
• Explore, analyze and advise on various alternatives
• Provide judgment on valuation and resulting capital structure

Buy-side acquisition advisory services

• Provide clients with comprehensive services for buy-side acquisitions, industry consolidations and strategic acquisition targets
• Develop solutions for clients to strategically manage assets
• Provide judgment on valuation and transaction structure
• Identify and evaluate potential targets
• Provide clients with assessment of market responses
• Advise on and negotiate transaction structure, pricing and timing
• Support final execution of transaction

Whether it’s a desire for growth capital, asset-based financing or a variety of other capital needs, FirstSouthwest’s Corporate Finance group has the experience and connections needed to help companies find appropriate financing. Our team is well connected within the marketplace and has relationships with multiple types of capital providers. We know that a capital limitation is a hindrance to success and innovation, and we develop strategies to overcome these obstacles.

When such situations arise, our team provides advice on an appropriate capital structure and obtains the financing necessary to meet your company’s needs. 

Equity capital services

• Provide clients with comprehensive services for private equity capital
• Serve as placement agent for private equity offerings
• Assess optimal capital structure for client
• Prepare marketing materials for potential investors
• Identify and evaluate potential capital partners
• Assist in negotiations with investors
• Execute transactions

Debt capital services

• Provide clients with comprehensive services for senior debt, subordinated debt, mezzanine debt, asset-based lending and other credit facilities
• Serve as placement agent for private debt offerings
• Assess optimal capital structure for client
• Prepare marketing materials for potential investors
• Identify and evaluate potential capital partners
• Assist in negotiations with investors
• Execute transactions

FirstSouthwest Corporate Finance prides itself on its ability to serve as financial advisor to companies in all lifecycle stages. We understand our clients and their needs and develop strategies to maximize shareholder value. Our team is experienced and equipped to advise companies in a wide range of situations. 

Financial advisory roles:

• Restructurings
• Opinions
• Valuations
• Strategic financial consulting
• Special committees