Investment Banking

TrueNorth is a leading advisor to companies and investors in the middle and lower-middle market. Although there are many definitions of the "middle market", we generally serve companies with revenues and transaction values of less than $500 million and in many cases less than $100 million.

In this traditionally underserved marketplace, TrueNorth's senior investment banking professionals provide the sophisticated financial advice and professionalism of larger full service investment banks, but with the humility and modesty of a true client partner. We differentiate ourselves as follows:

Senior Delivery Model - Our professionals have spent their careers serving middle-market clients. As with other boutique advisors, we have a senior delivery model. However, unlike most former bulge bracket advisors, we are dedicated to the day to day and hour to hour counsel required by middle market clients without large corporate development functions or teams of analysts at their disposal.

Client Service Focus - All corporate advisory firms have a vested interest in completing a transaction which may in some cases, present a fundamental conflict with a client's best interests. Many of our professionals have backgrounds in public accounting and have been serving the Merger and Acquisition needs of Asian corporations, for whom long-term trusted relationships are paramount. This skill set and ingrained philosophy puts the interest of the client ahead of all other considerations.

Practical Advice - TrueNorth's advisors present clear strategic options that are driven by logical and practical alternatives for implementation.

Experience, Experience, Experience - Our senior bankers have completed more than 250 corporate advisory assignments in their careers, all for middle-market clientele. From cross-border acquisitions, to leveraged buy-outs, public and private transactions, private equity sponsored companies, private family owned companies, ESOPs and divisional spin-offs to refinancings, fairness opinions and valuations for accounting, estate or other purposes, there are very few issues that have not been encountered and addressed multiple times in past transactions.

Corporate Advisory Services

Our corporate advisory business provides confidential, strategic, tactical and negotiating advice to middle market clients that are private, public or private-equity owned. Our clients are typically considering a strategic transaction (acquisition or divestiture), are seeking to grow or restructure their business. They are often in need of capital to support those efforts or interested in understanding the value of their private business or their capital markets strategic options. Given our focus on the middle market and lower middle market, many of our clients are unfamiliar with the issues and complexities of the typical add-on acquisition, raising capital or how to maximize the value of their most important asset in a divestiture.