Who Do We Serve?

VCA Image 14 square.png

Institutions

Institutional investors most often engage the Vertical Capital Advisors team to lead buy-side engagements, starting with target identification and qualification through initial contact, all phases of due diligence, quantitative analysis, appropriate modeling/forecasting, valuation, deal structure, offers, negotiation, closing documentation and integration and post-acquisition reporting – truly full-cycle engagement.  We understand the numbers and we excel at culture.  Every peg is not round.

Sell-side?  Exact same disciplined process in reverse.  Always, always, always focused on maximizing value.

 KEYS TO OUr SUCCESS

  • Disciplined process

  • Extreme agility

  • Identifying, Understanding, Mitigating, Managing, and Budgeting Risk

  • Certainty of execution

  • Team orientation

  • Value creation

 
VCA Image 7 square.png

Advisors

Attorneys and accountants are frequently the first person to contact us for guidance on a business opportunity or challenge faced by one of their clients. Vertical Capital Advisors is uniquely placed to be their first port of call.

Increasingly, investment bankers, hedge fund asset managers, commercial bankers and other institutional asset managers are asking the professionals at Vertical Capital Advisors to apply our system for stabilizing and creating value to portfolio assets and often for pre-acquisition due diligence.

 
VCA Image 9 square.png

Business Owners

Capital raising, restructuring, or financial support: business owners have unique and often difficult challenges to overcome. While there are an infinite number of ways to reach your goals as a business, ultimately there are only two ways to grow your company: Organically or by Acquisition. Organic growth is something that you do every day. Boosting revenue through increasing unit sales or developing new product lines or adjunct services. Increasing efficiency and lowering expenses is critical to expanding margins and growing your cash flow.

However, sometimes acquisitions are the best course of action to grow your market share, increase scale economies or take first mover advantage. Doing nothing is not an option. Vertical Capital Advisors is perfectly placed to help you develop the best strategy to move forward.

We understand what is needed to drive both organic growth and growth through acquisition we have done it before, many times.