Page 136 - TACC 2025 Program
P. 136
RubinBrown Corporate Finance is a client-focused investment bank providing merger and acquisitions, capital
raising, and strategic advisory services to privately held and family-owned companies.
Key Services, Clients & Industry Focus
Mergers and Acquisitions Capital Raising Strategic Advisory
• Sell-side or liquidity-creation • Debt (senior, unitranche, • Strategic-centric approach
transactions mezzanine) • Strategic alternatives
• Buy-side or strategic growth • Growth equity
acquisitions • Succession planning and
• Recapitalizations execution
• Majority and minority sales
• Credit assessment & capital • Pre-sale / transaction
• Portfolio company sales needs planning and positioning
• Corporate divestitures • Credit ratings & indentures • Valuations
Key Clients Industry Expertise
Privately-Owned Business Services
Family-Owned Construction & Construction Services
Multi-Generational Consumer Products & Services
Energy, Power & Infrastructure
Entrepreneurs
Healthcare & Healthcare Services
Family Offices
Industrials
Private Equity Groups
Tech Enabled Services
Public Entities Technology, Media & Telecom
The RubinBrown Difference
COMMUNICATION COLLABORATION EXPERTISE RESOURCES
• Clear, frequent and • Independent & objective • Senior level involvement • Dedicated M&A team
confidential across offices
• Alignment with other • Decades of expertise
• Proactive approach to RubinBrown services • In-house transaction
client management • Unbiased & unemotional expertise in multiple
• Focus on creating professional disciplines
• Commitment to effective & efficient results strategic based candor
exceeding expectations • National focus with global
reach
Creates a unique spirit of teamwork, with a shared commitment to high-quality client service,
ONE FIRM
focused on client first results.
WWW.RUBINBROWNCF.COM|CLIENT FOCUSED INVESTMENT BANKING
