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Investment Banking

SRR’s investment banking team specializes in providing mergers and acquisitions (“M&A”) advice, private capital raising services and other financial advisory services to family owned businesses, portfolio companies of private equity firms and divisions of large corporate parents. Our advice is always given with our client's best interests in mind.  SRR provides exceptional advisory services in the following areas:

Mergers & Acquisitions – We act as advisor in the sale or acquisition of a business.

Private Market Financings – We help our clients arrange senior debt, mezzanine/subordinated debt and equity capital to support growth or transaction related financings and shareholder recapitalizations.

Special Situations – We assist companies facing serious financial challenges.  We are regularly involved in situations both inside and outside of bankruptcy, including sales through plans of reorganization and divestitures pursuant to Section 363 of the Bankruptcy Code. 

Strategic Assessments -  We help business owners evaluate growth opportunities, the competitive landscape of their industry, long-term financing strategies, succession considerations and a variety of other matters that may have an impact on the business owner’s ability to maximize long-term value.

Fairness Opinions – We have significant experience in providing fairness opinions and other valuation assistance to Corporate Boards, special committees, trustees and other constituents.

Why SRR Investment Banking?

Experience- Our senior bankers have over 150 years of combined experience and have successfully executed hundreds of M&A and capital raising transactions representing over $20 billion in transaction value.

Integrity – We deliver objective, independent advice that is free from conflicts.  We do what we say we will do.   

Industry Expertise – SRR professionals have completed numerous transactions across virtually every industry segment.

Commitment – Our senior bankers are responsible for and intimately involved in each transaction – from the initial engagement letter through closing.  Our clients are fully informed at every stage of the transaction process, challenges are addressed with creative solutions in an aggressive manner, and potential surprises are avoided.

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