Our Services
LockeBridge has created an investment banking firm specifically designed to assist corporations executing transactions between $5M to $100M. Whether your objective is to raise capital, sell all or part of the business, divest a division, acquire or merge, our engagement terms are specifically designed to eliminate conflicts of interests by assuming most or all of the risk through our success driven agreements.
Client Experience
Dear Prospective Client:
Our “Client Experience” section outlines a small sample of the recent deals we have structured for our clients, as well as the value achieved for their company as a result of working with us preparing and executing the investment banking process. We hope you will spend some time reviewing this information.
National & International Awards
12
Years of Merger & Acquisition Experience
212
Number of Valuations
100
+
Number of Clients Advised:
100
+
Transaction Closed
66
Closing Rate
95
%
Transactions
We are confident in our ability to consistently meet and often exceed our clients' expectations
Case Studies
Distribution Company
Electronic Products Distribution
IT Company
Medical Device Company
What our client says
We interviewed several intermediaries before choosing to go with LockeBridge. Anyone can compose a descriptive memorandum, however, the LockeBridge team actually helped us to increase the value of the company through their insightful pre-sale consulting process. The process facilitated the identification of several growth areas that were perceived as highly valuable to potential buyers and resulted in premium pricing over the value of our historical performance.
-Mr. Joel D’Arcy
Fortunately, the thorough analysis LockeBridge performed found value others had overlooked and their ability to search out the right potential buyers resulted in securing multiple offers that were each substantially more than the valuation suggested by the other firms. From an enterprise value standpoint [the transaction] was an amazing achievement.
-Mr. Richard Beldner
The sale of Veteran's Transportation was far more complex than we anticipated. I am thankful that we had the LockeBridge team on our side to advise us through all of the difficulties we have faced….I can now fully appreciate the thorough due diligence that William and Tyler [LockeBridge Advisors] conducted prior to engaging with us. The financial, legal and marketing work that you conducted, at your own expense, was certainly necessary to ensure that we had a high probability of selling the company and that the valuation you provided was accurate.
-Robert Kelly
News
- Role-Up of Precision Medical Engineering, Inc., RF Medical Devices, I
7 years ago Awards
- The Investment Banking Industry’s 5th Annual M&A Advisor Awards
7 years ago Awards
- Sale of Veternans Transportation Services
7 years ago Awards
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