Advisory

Trusted Partner For The Middle Market

Mergers And Acquisitions

Greenleaf advises clients on mergers, acquisitions, divestitures and ownership transitions. A poorly executed transaction is a miserable experience that can result in excessive and unnecessary delay and expense. Many of our clients have significant personal wealth invested in their business. Business owners need a trusted advisor who understands their industry and provides an unbiased opinion, not merely a confirmation of an existing plan. Our professionals are lawyers, bankers, and executives who have successfully executed over one billion dollars in aggregate transaction value. We know where problems are likely to arise and how to respond without jeopardizing a complex deal.

Capital Formation

Greenleaf advises clients on refinancing, restructuring, and recapitalization transactions to accomplish a variety of important objectives. Many business owners believe the only way to monetize their work is through a sale or divestiture. Greenleaf can explain various strategies to diversify your wealth without surrendering your business. We have deep relationships with banks and investment funds. Our team includes former credit analysts and accountants that help present your story in a clear, understandable way. We know what banks or investors expect, and we guide you through the process of meeting those expectations.