M&A Advisory Services

RKJ serves as a trusted advisor in executing merger and acquisition transactions for lower middle-market clients. In addition to our significant investment banking transactional experience, RKJ's bankers have owned businesses and have served in interim CFO roles for clients. As a result of our experiences as business owners and senior level managers, RKJ's bankers are able to bring a unique perspective to the mergers and acquisitions process. RKJ's mergers and acquisitions services include:

• Buy-Side & Sell-Side Advisory
• Divestitures
• Leveraged Buy-Outs (LBO's)
• Management Led Buy-Outs (MBO's)

Capital Advisory Services

RKJ possesses substantial expertise in assisting lower middle-market clients raise capital to fund growth strategies. Whether the capital source is senior debt, mezzanine/subordinated debt, private equity, or venture capital, RKJ has both extensive and relevant relationships within the capital community to enable the deployment of optimal solutions for our clients.

Strategic Advisory Services

RKJ provides financial advisory services to owners, management, shareholders and their boards to assist in the evaluation strategic alternatives and options for extending and/or maximizing shareholder value. 

RKJ's advisory services include:

• Business Valuations
• Capital Sourcing & Planning
• Negotiating Joint Ventures
• Strategic Business Development