Merit Harbor Capital
Adding a Human Touch to Your Journey & The “What’s Next”.
True value creation requires using capital markets and M&A strategies in order to grow and unlock the value of your company. We approach the value of your business from a holistic perspective, not just a sum of its financial parts.
CEOs and entreprenuers we work with cite access to appropriate capital resources as one of the largest impediments to their middle market company’s growth.
Our investment bankers are experienced in navigating and negotiating capital markets. Whether the capitalization involves secured lending, mezzanine capital, private equity partnerships, or any other private capital type, we can engineer the most effective capital structure possible to grow your firm or solidify your capital structure to meet your objectives.
Let Merit Harbor’s team help you build your enterprise value with capital resources appropriate for your business.
Mergers & Acquisitions
Entreprenuers, large corporations, private equity firms and family offices trust our seasoned team to guide them through the M&A process. Whether you’re ready to sell your firm or pursue acquisition as a growth strategy our experience results in deals that add value.
Our Investment bankers and M&A advisors provide our clients with advice, strategies and a best in class process that deliver results.
Boomerprenuers are retiring at a rate of 1,000 a day. The marketplace is becoming saturated with “lifestyle” companies and over $10 trillion in private company value will trade hands in the next 10 years…. How will you differentiate your firm and reverse the supply and demand curve? Our advisors help position your firm to achieve maximum value and stand out from the crowd.
Sale of a Business
Mergers and Roll-ups
Corporate Divestiture Advisory
Strategy matters in effective buy-side acquisitions. Merit Harbor’s M&A 2.0℠ Buy-Side methodology harnesses technology and data tools to reach “not for sale” companies, delivering more deal flow, greater strategic enterprise value, and more accretive deals. Our bankers help you craft a strategy that yields results and builds enterprise value.
Acquire a Business
Family Office Direct Investment
Private Equity & Fund Searches
Foundation / Philanthropic Direct investment
M&A Advisory Services
When faced with critical decision points in your company’s lifecycle, you need a trusted team to help guide you through M&A strategy development or capital issues. This is where Merit Harbor’s experience counts and knowledge of capital markets matters.
Succession Strategy & Exit
Quality of Earnings Reports
MBOs / ESOPs Advisory