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 though vision or creative problem‐solving to gain optimal resolution, values and success.
We were entrepreneurs before we were bankers. We get it.
Brockson advise high‐growth technology companies. 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’s expertise advice provides you the value you seek, together through vision we provide you from our many years of experience. Add our ideas, strategies, and views to your management team.
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.
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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.
Brockson advisors combine operational expertise with industry knowledge providing both seasoned transaction experience but savvy vision for M&A and growth capital situations to clients.
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 clients are companies that have or very soon have EBITDA’s of $2 million to $15 million.
Brockson has an off‐shore affiliation with Sett & Lucas’s six global M&A offices with
Hong Kong | New York | London | Tokyo | Tel Aviv | Barcelona | India
Brockson seeks growth-oriented businesses in the technology, manufacturing and business services sectors whose management teams seek a strategic partner as an advisor with experience necessary to execute on the next phase of their growth plan. We are dedicated to helping business owners capitalize on value creation opportunities and growth.
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: