Mergers & Acqusitions
Capital Markets & Private Placements
Strategic Consulting
Whether it’s an exclusive sale mandate or a buy-side initiative, the investment banking team at Petsky Prunier helps clients make informed, strategic business decisions. As trusted M&A advisors in the technology, media, marketing, eCommerce, and healthcare industries, we have a deep understanding of these markets and a broad network of valued relationships we have cultivated over the years.
Sell-Side
Petsky Prunier's M&A practice is focused, primarily, on exclusive sale mandates – frequently on behalf of the owners of privately held businesses, their boards or investors. Other sell-side engagements include corporate divestitures, mergers, leveraged recapitalizations and joint ventures. In each case, we work with our clients to achieve shareholder and strategic objectives, while maximizing value.

Petsky Prunier has access to a broad and deep network of both strategic buyer and majority investor relationships across our banking universe. Given our volume of current engagements, we are able to maintain ongoing dialogue with investors and potential buyers, both those that are located squarely within our industries of focus and those that are in adjacent industries looking for exciting growth opportunities. Our outreach encompasses potential parties in North America, as well as internationally, as appropriate, to maximize the outcome for each engagement.


Private Equity Coverage
Petsky Prunier maintains relationships with hundreds of private equity firms. We engage in ongoing dialogue with each of these firms regarding their investment parameters for new portfolio companies, as well as strategic growth plans for current portfolio companies. Our private equity-related activities include both exclusive sell-side assignments and strategic buy-side engagements.


Buy-Side
Petsky Prunier assists corporations and private equity groups in executing acquisition programs. Growth by acquisition creates the opportunity for companies to add earnings, diversify cash flow, achieve economies of scale and expand into new markets. We work with our clients in buy-side engagements to develop a strategy for acquisition-driven growth, identify companies to target for acquisition, approach targets and negotiate terms, facilitate due diligence and collaborate with clients to complete transactions on their behalf.
Petsky Prunier’s Capital Markets and Private Placements team offers deep experience and innovative debt, equity and hybrid solutions to public and private companies in the technology, media, marketing, eCommerce, and healthcare industries.
We provide a comprehensive range of capital markets and private placements services, including placement of:

  • Common and Preferred Stock
  • Convertible and Hybrid Securities
  • Mezzanine Debt
  • Senior, Subordinated and Bank Debt
  • Equity Lines of Credit
We are highly experienced in structuring situation-specific transactions that meet the individual needs of our clients, including financings for:
  • Growth and Working Capital
  • Acquisitions
  • Carve-outs, Spinouts, and Recapitalizations
  • Project Financings
  • Partial Liquidity (“Secondary”) Sales
  • Dual Track M&A/Private Placement Processes
In addition, we provide advisory services to growth companies contemplating pursuing an initial public offering in domestic and international capital markets.

We maintain a large and active network of financing sources for equity, debt and hybrid capital. We have developed deep relationships with a broad range of both traditional and non-traditional investors and lenders and have sold securities to more than 1,000 different investors and lenders, including strategic investors, private equity and venture funds, alternative asset managers and hedge funds, mezzanine funds, sovereign wealth funds, pension funds and endowments, life insurance companies, mutual funds and family offices.

Our experience and ongoing activity in this market enables us to understand the dynamics impacting private financing activity and to provide our clients with unbiased and informed advice. We approach each transaction as a unique opportunity to run a process tailored to meet our clients’ specific needs by structuring and selling the most appropriate financial solution at the best available pricing and terms.
Petsky Prunier brings clients a unique perspective on growth through its affiliation with Winterberry Group. This industry−focused strategic consulting firm helps advertising, marketing and digital media companies increase shareholder value with a focus on both strategic innovation and best practices. The powerful combination of market insight and operating expertise our consultants bring to each engagement has resulted in quantifiable results for nearly 200 clients over the past six years. Winterberry Group's services include:
Corporate Strategy
With a set of solutions engineered specifically for the needs of advertising, marketing and digital media companies, we work in close collaboration with clients to help articulate core competencies, identify a range of strategic alternatives and build comprehensive, actionable growth plans that consider real-world market dynamics and the ever−changing needs of both marketers and consumers.

Market Intelligence
Winterberry Group maintains an extensive research agenda serving the advertising, marketing and digital media industries. Every year, our analysts conduct in-person, telephone and online interviews with thousands of service industry executives, high−profile marketers and other influencers−all with an eye on understanding the true drivers of current and future business opportunity in the markets we serve. Winterberry Group's research capabilities include:

  • Advertising and marketing spending breakdowns and forecasts
  • Competitive landscapes
  • Customer satisfaction studies
  • Emerging technology applications
  • Legislative ⁄ regulatory issue reviews
  • Service provider capability analyses
  • Sponsored issue advocacy ⁄ white paper publishing

Transaction Due Diligence Support
Winterberry Group brings its process discipline and industry expertise together in a set of offerings tailored specifically for the needs of private capital firms. Structured to meet the rigorous and time−sensitive demands of venture capital and private equity investors, our due diligence offerings support transactions that range from minority and growth equity investments to control recapitalizations and add-on acquisitions and reflect the span of our firm's research and strategic assessment capabilities:

  • Addressable customer marketplace analysis
  • Competitive landscapes
  • Corporate strategy validation
  • Customer satisfaction ⁄ feedback research
  • Management team assessment
  • Marketplace dynamics and prevalent trend analysis
  • Operational efficiency analysis
  • Post−investment strategic roadmapping
  • "SWOT" assessment of target company operations

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Services

Mergers & Acquisitions

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