Investment Banking
At Baker Tilly Capital, we realize the challenges middle market business owners face as they decide to grow, finance, or exit their business.
Featured
M&A reports
Investment Banking
Mark Aitchison
Managing Director
Paul Johnson
Managing Director
Michael Milani
Principal
Nate Voss
Principal
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 M&A strategies, and identifying cost-effective financing alternatives and sources.
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
Investment Banking for Food & Beverage
Baker Tilly Capital provides specialized advisory services to the food, beverage and agriculture industries to help organizations grow or exit their business.
Investment Banking for Healthcare & Life Sciences
Baker Tilly's investment bankers leverage 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.
Investment Banking for Manufacturing
Baker Tilly Capital provides specialized advisory services to the manufacturing and distribution industries to help organizations grow or exit their business.
Investment Banking for Consumer & Retail
Baker Tilly's 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.
Related services
Mergers & Acquisitions
Middle market business owners, investors and corporations rely on our sell-side, buy-side 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, federal, state and city governments across the United States invest over $170 billion 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
