Investment Banking
At Baker Tilly Capital, we understand the challenges middle market business owners face in equity capital markets investment banking as they grow, finance, or exit their business.
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M&A reports
Investment Banking
At a glance
Our team is led by investment bankers and corporate finance specialists that have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side merger and acquisition (M&A) strategies, identifying cost-effective financing alternatives and sources, and navigating equity capital markets investment banking.
Large events like selling or buying a business, putting together the capital needed for a new building or expansion, or re-financing current debt are generally not done often. When these events come up in the life cycle of a business, our team of specialists work with you to bring the industry knowledge before, during and after the transaction.
There are many strategic and financial opportunities that can arise during a transaction and having a team behind you can prove to be the difference in whether your objectives are met.
Our investment banking specialists work with middle-market business owners on:
Industries of focus
The food, beverage and agriculture industries span a variety of unique sectors that demand a holistic view to help identify opportunities and overcome business challenges. Our team works closely with clients to weigh their options and potential outcomes as they advance, grow or exit their business.
The food, beverage and agriculture industries are highly competitive as participants look to increase market share and improve efficiencies. Organizations throughout the middle market seek growth opportunities through consolidation, expansion and infusions of capital.
Our investment banking leaders have extensive experience in the food, beverage and agriculture industries, including the following sectors: baking, beverage processing, confectionery, craft beverage, dairy, food processing, food storage, snack foods and specialty foods.
Our solutions
With a deep understanding of the food, beverage and agriculture industries, our investment bankers help you navigate your options, including advising on:
Healthcare and life sciences organizations face an increasingly competitive environment as they look to expand territory or consolidate operations.
Our team of experienced investment bankers leverages deep industry relationships throughout the healthcare and life sciences sectors to deliver specialized advisory services for organizations and providers that identify opportunities and result in successfully conducted business transactions.
Our team has extensive experience in the following sectors: healthcare systems and hospitals, managed care facilities, private practices, life science and biotechnology organizations and biotechnology organizations.
Our solutions
Manufacturers and distributors face ongoing challenges as they look to grow or exit their business. We understand the many aspects of manufacturing and distribution that need to be considered when making critical business decisions.
Adapting to the changing business environment is critical as manufacturers and distributors look to streamline processes, consolidation operations and think globally.
With robust relationships in the manufacturing and distribution industry, we bring clients objective advice and detailed execution on business transactions, propelling deals from initial planning to final closing and consistently delivering exceptional results.
Our team has extensive experience in the following manufacturing sectors: agribusiness, automotive and mobility, consumer product goods, industrial and transportation.
Our solutions
The consumer and retail sectors require nimble business decisions to stay relevant and maintain growth goals in an ever-changing industry. Our investment banking team provides valued advisory services for retailers looking to expand an existing business line through an infusion of capital, acquisition or business exit.
The consumer and retail sectors battle market dynamics that influence the overall direction of the organization. Opportunities often arise that require specialized industry knowledge to take full advantage of available options.
Our team has extensive experience across a variety of retail sectors, including: grocery and convenience stores, supermarkets, gas stations, auto dealerships, hospitality businesses, restaurants, franchisors/franchisees, personal services, apparel and specialty stores, big-box stores.
Our solutions
With comprehensive expertise in the consumer and retail industries, our team assists you in exploring your options and provides guidance on:
Related services
Mergers & Acquisitions
Middle market business owners, investors, and corporations rely on our sell-side, buy-side, mergers and acquisitions advisory, and financing solutions to execute their growth strategy.
Project Finance
We take a comprehensive view of available federal, state and local tax credit and incentive programs and loan programs when developing a project’s capital stack.
Incentives Advisory
Every year, state and local governments across the United States invest billions of incentive funding into private businesses. Taking advantage of available incentives programs can fill financing gaps and turn planned projects into a reality.
Capital Sourcing
Funding corporate growth requires a holistic view of the financial and operational goals of a business. Having strong relationships with capital sources can help you meet your objectives.
Valuation & Corporate Finance Advisory
The ever-changing needs of middle-market businesses require a specialized team of advisors to help you identify and evaluate strategic and financial opportunities as they arise.
Our professionals
