Brockson has extensive experience raising capital. Brockson principals have experience operating their own companies and understand the complexities of fund raising.... And thus your needs! Brockson has built thirty years of winning relationships, mostly through vision or creative problem‐solving to gain optimal resolution, values and success.
We were entrepreneurs before we were bankers. We get it.
Brockson advises high‐growth companies in technology, manufacturing, services and other unique situations. Many times you are pondering an exit to your business or not sure what is needed to prepare the next step in your growth trajectory. Utilize Brockson Montecito for advice. The BM team of business operators have over two hundred years of experience handling strategies for a business’s growth. BM helps you by providing business consulting services oriented just for you – whether where a business needs direction raising a future capital piece or pondering the make-ready needs for a potential Board transaction in acquisition or disposition, funding, expansion or stressed capital position.
The outcome of any transaction certainly matters; the strategy created before‐hand generates the destination of the business. In fact, your business success is judged by the ultimate outcome of its value. Brockson Montecito’s expertise advice provides you the value you seek, together through vision we provide you ideas, strategies, and views assisting in management.
Brockson is focused on lower middle market companies that are growing. We understand a sale or a merger of all or part of your business. We deliver success though our resources of networks and associations.
Preparation, timing and execution are Brockson’s duties every day for you. Our experience shows negotiation is not a one‐time event.
Negotiation is an attempt to influence or persuade a party to do something, our experience in hundreds of transaction demonstrates the SUCCESS difference is not a mechanical process or even a linear one.
Negotiation as a one‐off event (such as buying a car), where your sole aim is to be on the winning side of the deal (or in the case of the car purchase, to get the best price). In reality, winning and getting the best deal is not always the same thing. The best possible outcome for everyone involved is to win over the long term.
Always make sure that strong relationships are at the center of your negotiations. When you focus on building meaningful relationships, it paves the way for the creative problem‐solving necessary to get to the optimal resolution.
Please Choose An Industry
On behalf of the founding family who were third generation owner/operators, advised the sellers of Arizona’s largest school bus distributor and one of the state’s largest seller and service providers of truck equipment and trailer parts. Found the buyer in Rocky Mountain Capital, negotiated all terms of purchase and served as the post-acquisition Chief Financial Officer in transitioning the company from family to private equity ownership. Sat on the company’s Board of Directors throughout the seven year ownership period. Invested and grew the company substantially in all three Arizona locations and expanded into Nevada. Sold the company to Gladstone Capital Corporation.
Served as advisor and then as co-independent sponsor in the purchase of the world’s largest aquarium wall manufacturer with manufacturing locations in both Colorado and Thailand. Performed a detailed assessment of this complex business including its percentage of completion accounting practices, market position, sales strategy and backlog. Negotiated the principal sale terms with the owner and their broker, found the private equity group that financially backed the transaction, oversaw a detailed, multi-faceted due diligence process, lead a bank refinance post-transaction and sit on the company’s Board of Directors with principal focus on the financial aspects of the business.
Targeted sale process to strategic buyers. Served as execution lead, responsible for business plan, marketing due diligence and financial modeling. Assisted the forty year old family business utilizing a complex sell-side structure to sell to one family member with top management balance to strategic. Correlated corporate finance during bi-state expansion, majority and a minority sale piece. Handled all detail of a confidential sale search, negotiations during strategic sale auction. All buy targets had national sales channels. Importantly delicately provided advice to two generation owners, and management over a twelve-month period creating first business plan in twenty years, due diligence book pre-sale, selected three national buyer targets, completed negotiating and close of business and the negotiation and close of a new commercial bank financing including credit line, building/development loan, and term mortgage.
From the use of new technologies such as telepresence and cognitive computing to their proactive and adroit strategic networking, Brockson is setting new standards for its IB performance, especially when it comes to assembling their team of experts, sourced in and outside their iBank.
Brockson advisors combine evolving operational expertise with industry knowledge providing seasoned transaction experience to client’s M&A and Growth Capital situations – for generating success.
The Brockson Team:
Brockson is a value‐oriented boutique investment bank dedicated to providing merger and acquisition assistance to lower‐middle market companies. Our seasoned, and highly qualified professionals offer solutions for companies’ owners, management teams and entrepreneurs that require strategic, financial, operations and restructuring assistance via Brockson investment banking services.
Brockson Capital Advisor's clients are companies that have or very soon have EBITDA’s of $1.5 million to $15 million.
Brockson has an off‐shore affiliation with with Matt Tu, in Shanghai 上海市, and Sett & Lucas’s six
global M&A offices with
Hong Kong New York London Tokyo Tel Aviv Barcelona India
Brockson Investment Co. Ltd BIC is a leading boutique merchant bank with over 160 years' experience. Brockson Investment Company Limited is dedicated to providing its investors with a broad array of traditional and alternative investments. Our investors are world class businesses, high net worth individuals and institutional clients.
Specialties include Alternative Investments in unique business acquisitions and situations, Target Research, Capital Raising, and Strategic Management advice.
An entrepreneurial and relationship driven culture characterized by a strong work ethic and a "think outside the box" approach, gathering assets and providing financial solutions through our know-how and network. BIC clients are provided unique "one-off" opportunities to participate directly in a private equity type investment with the goal of minimizing overall risk while improving investor leverage.
Brockson provides advisors for growth-oriented businesses in the technology, manufacturing and business services sectors; bringing the skills and experience needed to create a strategic partnership that will drive the successful execution of a client's growth plan. Brockson has the industry expertise needed to capitalize on value-creation opportunities and growth and move businesses forward.
Our investment banking team has over 100 years of combined experience including an immense amount of operational experience in addition to transaction experience. Brockson understands first-hand the strategic and operational challenges that lower middle-market companies regularly face and can serve as value-added partners to management teams.
M&A is the foundation of Brockson’s financial advisory practice, established over many decades. Our services include evaluating potential targets or merger partners, providing valuation analyses, and evaluating and proposing financial and strategic alternatives. We advise on strategy, timing, structure, financing, and pricing, and assist in negotiating and closing transactions. We offer advice on enhancing management teams.
Due to our deep operational experience, leading industry knowledge, we offer a broad array of equity, and debt capital raising alternatives. Our approach to capital markets is providing unconflicted advice for our clients. Providing corporate finance solutions by focusing on long-term perspectives verses short term results, and by offering a customer solution versus generic alternatives.
Our broad network of industry experts and other value-added resources further enhance business performance and management teams.
Our clients benefit from our established relationships with the buy-side. With a broad market of potential investors, we can seek optimal success in transactions. Our deep relationships include:
From our long-term network of relationships, Brockson provides advice to lower-middle market companies in private placements of senior debt, subordinated and mezzanine debt, convertible and equity-linked securities and private equity; it is paramount to our success. We have proven track records in:
Montecito solutions minimize risk, streamline business processes, and reduce the cost and complexity of your operations be it data collection for comparisons or a final overall management decision-making process.
Montecito is the market and operations leader in business management. We provide guidelines, creating infrastructures, operating solutions to Board/Owners, and instituting processes for improving your business. We are committed to understanding how you define success and we assist you to achieve it.
At Brockson Montecito, we specialize in helping your unique business needs revolving around determined strategies, metrics and a managerial plan with expertise for operating your business...whether providing a strategic solution, a sound operating method, establishing specific guidelines, or implementing selected metrics… your team can live by.
Montecito’s consultants deliver a focused array of metrics and project solutions that help you --
"Excel at everyday challenges for meeting your short term goals, or long-term business plans"
We combine over 50 years of deep operating expertise, broad business experience, and operational knowledge to assist our clients with either best state-of-the-art solutions or industry best practices.
Learn more about Montecito, its deep portfolio of experiences, and successful business solutions that address a wide range of needs by calling Craig at (415) 595-7525
For client characteristics within the Lower to Middle Market arena, having: