Taglich Brothers has performed as equity sponsor and financial
advisor for many companies in the middle market on a management
buyout basis. We pride ourselves on our ability, and the ability
of our partners, to provide a high level of service to a market
that is often overlooked by larger private equity and investment
banking firms. We are continuously searching for private/public
companies that are a good fit with our expertise and service.
Types of
Transactions
-
Corporate
divestitures
-
Acquisitions of
portfolio companies of private equity firms
-
Acquisitions of
family-owned or closely held businesses
-
Going-private
transactions
-
Ownership
transitions
-
Recapitalizations
Our Solution
We offer a unique solution for small public or private companies
interested in executing a management-led buyout. Our approach is
different from the more traditional private equity firms. We are
not bogged down by restrictive criteria which allows us the
opportunity to evaluate each idea on its own merits and to go
after deals below the radar screen of many Private Equity Funds.
We work with the seller to structure a deal to fit the needs of
the company and provide a smooth transition. We continuously
support the management team with corporate, strategic and
financial planning, usually on a Board Level.
Funding Flexibility
Taglich Brothers pursues a buyout strategy that combines its
capital with that of management and third party private equity
sources. This allows us the flexibility to offer our placements to
investors on an individual basis or partner with existing funds.
This benefits each partner in different ways. By assembling an
investment group of high-net worth individuals to provide capital,
we are providing an opportunity for investors to participate
directly in private equity investments without having to go
through an intermediary. These investors are typically not limited
to restrictive time frames on exit strategy and can invest in each
deal on a merit basis. By partnering with existing funds, we offer
firms an opportunity to invest in deals that may not have met
their initial criteria, but because of our involvement they can
now approach the investment. We find this combination of investors
gives us the greatest advantage in finding the right funding match
to meet the needs of the company and management team. |
