Services
Corp. sales & acquisitions
Capital raising
Valuations & opinions
Board Advisory
Strategy
Governance
Prep-for-sale
David N. Deutsch & Company provides sophisticated merger, acquisition, divestiture and financing services to its clients, more effectively than an expanded in-house treasury function or traditional investment bank.
We work with our clients’ CEOs, CFOs, treasury staffs and corporate development teams, often serving as a supplemental resource when our clients must address specific M&A and corporate finance matters.
We leverage our clients’ time by qualifying acquisition, divestiture and financing ideas, allowing them to focus on important operational issues. We extend their reach into Wall Street, expand their relationships and negotiating position vis-à-vis M&A counterparties and financing sources and help them obtain the best pricing and transaction structure available.
Ultimately, we help our clients maximize the results of their merger, acquisition, divestiture and financing transactions and create real value for their shareholders. We accelerate their progress. And, we manage the entire process to ensure that each assignment is completed on schedule and to our clients’ satisfaction.
Corp. sales & acquisitions
Capital raising
Valuations & opinions
Board Advisory
Strategy
Governance
Prep-for-sale
David N. Deutsch & Company provides sophisticated merger, acquisition, divestiture and financing services to its clients, more effectively than an expanded in-house treasury function or traditional investment bank.
We work with our clients’ CEOs, CFOs, treasury staffs and corporate development teams, often serving as a supplemental resource when our clients must address specific M&A and corporate finance matters.
We leverage our clients’ time by qualifying acquisition, divestiture and financing ideas, allowing them to focus on important operational issues. We extend their reach into Wall Street, expand their relationships and negotiating position vis-à-vis M&A counterparties and financing sources and help them obtain the best pricing and transaction structure available.
Ultimately, we help our clients maximize the results of their merger, acquisition, divestiture and financing transactions and create real value for their shareholders. We accelerate their progress. And, we manage the entire process to ensure that each assignment is completed on schedule and to our clients’ satisfaction.
Public Companies and their Boards
Equity Sponsors and their Portfolio Companies
CEOs and Executives-in-Transition
Professional Advisors and their Clients
Private Companies, their Owners and Boards
Closely-held and “family businesses” are special. They think generation-to-generation, not quarter-to-quarter. Their management teams and employees are long-tenured. Their founders and senior managers are pillars of their local and industry communities. They have corporate issues and owner issues. Above all, they are private. Confidentiality is essential.
And, “private” doesn’t always mean small. Our privately-held clients range from niche-leading, owner-operated family businesses to fourth-generation, multi-billion-dollar enterprises. David N. Deutsch & Company assists private companies and their owners with issues of corporate growth, liquidity and exit.
- Corporate sales and divestitures
- Employee stock ownership plans
- Corporate development and acquisitions
- Management and leveraged buyouts
- Bank financings and refinancings
- Private placements of debt and equity
- Initial public offerings
- Strategic tune-ups™ and pre-transaction planning
- Evaluations of strategic financial alternatives
- Business enterprise and equity valuations
- Intangible asset valuations
- CEO advisory services
Public Companies and their Boards
More than ever, public companies and their Boards of Directors require conflict-free advice regarding mergers, acquisitions, divestitures and corporate finance. Particularly closely-held public companies.
Many public companies who utilize the services of larger investment banks for capital-raising turn to David N. Deutsch & Company for strategic financial advice and assistance in negotiating, structuring, and completing complex mergers, acquisitions, divestitures and for unbiased advice regarding public offerings.
Moreover, their Boards – and “Special Committees” of their Boards – rely on us for truly independent financial opinions, second opinions and assistance in exploring strategic financial alternatives including mergers, acquisitions, divestitures, joint ventures, recapitalizations and/or share repurchases for companies whose market value may not reflect true economic value.
Our services for Public Companies and their Boards include:
- Mergers, acquisitions and divestitures
- Public offering advisory
- PIPEs
- Refinancings and recapitalizations
- Management buyouts
- Share repurchases and going private transactions
- Evaluations of strategic financial alternatives
- Fairness and solvency opinions
- Business enterprise and equity valuations
- Intangible asset valuations
- Dividend / distribution / recapitalization studies
- Takeover defense
- Strategic tune-ups™ and pre-transaction planning
- “Special committee” advisory
Equity Sponsors and their Portfolio Companies
Private equity firms create value for their limited partners through savvy deal-making, value-added portfolio-company management and well orchestrated exit.
David N. Deutsch & Company assists equity sponsors with proprietary deal flow (ask about our Presidents Council), acquisition due diligence, capital structuring and financing, and exit through sale or recapitalization.
Given our reputation for first-quality work and professionalism, and our extensive relationships in the private equity community, David N. Deutsch & Company has also become a trusted provider of fairness, solvency and capital surplus opinions in “sponsored” transactions.
Our services for Equity Sponsors and their Portfolio Companies include:
- Corporate sales and divestitures
- Proprietary deal flow (via our unique “Presidents Council”)
- Targeted industry acquisition search
- Acquisition/supplemental due diligence in time-sensitive situations
- Acquisition financing (Synthetic cash-flow finance™ )
- Refinancings and recapitalizations
- Fairness and solvency opinions
- Business enterprise and equity valuations
- Intangible asset valuations
- Purchaser representative
- Portfolio company monitoring and board services
- Evaluations of strategic financial alternatives
- Strategic Tune-Ups™ and pre-transaction planning
Lenders and their Portfolio Companies
- Fairness and solvency opinions
- Business enterprise and equity valuations
- Intangible asset valuations
- Purchaser representative
- Portfolio company monitoring and board services
- Evaluations of strategic financial alternatives
- Strategic Tune-Ups™ and pre-transaction planning
CEOs and Executives-in-Transition
Successful CEOs and senior managers often seek to acquire the companies or business-units they lead. Similarly, retired executives with considerable industry experience, insight and relationships often identify promising investment and acquisition opportunities.
Through its innovative Presidents Council, David N. Deutsch & Company assists executives in analyzing, modeling, financing and completing management and leveraged buyouts.
Our services for CEOs and Executives-in-Transition include:
- Target identification
- Acquisition due diligence
- Valuation analysis and financial modelling
- Capital structuring and negotiation
- Debt and equity financing
- Complete transaction management
Professional Advisors and their Clients
We understand the trust that clients place in their professional advisors. And, we understand the trust that those advisors place in us when they refer their clients to David N. Deutsch & Company.
We work as a team with attorneys, accountants, wealth managers and other professional advisors in addressing their clients’ objectives for growth, liquidity and exit, and in providing valuations, opinions and expert testimony in litigation matters.
We don’t merely “process” assignments; we evaluate strategic financial alternatives, prepare clients for successful transactions, and manage each phase of the project. We guide your clients to success.
Our services for Professional Advisors and their Clients include:
- Corporate sales and divestitures
- Employee stock ownership plans
- Corporate development and acquisitions
- Management and leveraged buyouts
- Private placements of debt and equity
- Refinancings and recapitalizations
- Initial public offerings
- PIPEs
- Strategic tune-ups™ and pre-transaction planning
- Evaluations of strategic financial alternatives
- Business enterprise and equity valuations
- Intangible asset valuations
- Fairness & solvency opinions
- Purchaser representative services (MBOs)
- Litigation support and expert testimony
