Service Overview
Our investment banking team helps business owners maximize value during mergers, acquisitions, sales, and recapitalizations. We provide strategic advice, rigorous financial analysis, and deal execution tailored to your goals. From preparing your business for market to negotiating favorable terms, SAX Capital Advisors delivers the expertise and resources needed to achieve successful outcomes while ensuring a smooth transition for owners, stakeholders, and the next chapter of your business.
Sell Side Valuation Advisory
We help business owners understand and maximize their company’s value. Our team delivers comprehensive valuation analyses and strategic guidance to position your business for sale, attract the right buyers, and achieve optimal transaction outcomes.
Buy Side Acquisition Searches
We identify, evaluate, and execute acquisition opportunities tailored to your growth strategy. Our team manages the full process—from market research and target outreach to valuation and negotiations—ensuring alignment with your strategic and financial goals.
Capital Raising / Financing
We advise businesses on raising capital through equity, debt, or hybrid structures such as mezzanine and preferred stock. Our team develops customized financing strategies, connects you with the right capital sources, and structures solutions that support growth, liquidity, and long-term financial stability.
Restructuring & Turnaround
We guide businesses through financial and operational challenges with practical, results-driven strategies. From debt restructuring to performance improvement, we help stabilize operations, preserve value, and position companies for renewed growth and long-term success.
Management Buyouts & Family Ownership Transfers
We assist management teams and families in structuring buyouts and ownership transitions that preserve legacy while achieving liquidity goals. Our tailored solutions balance financial, operational, and personal priorities to ensure continuity and sustainable success.
Corporate Divestitures
We support companies in divesting non-core assets or divisions, providing valuation, transaction strategy, and execution expertise. Our goal is to maximize value, streamline operations, and align the business with its long-term strategic direction.
Financial Advisory Services
Our team delivers independent, objective financial advice to support critical decisions. From fairness opinions to strategic assessments, we provide the insights and analysis needed to guide complex transactions and protect stakeholder interests.