Services

Barnard/Montague provides expertise to clients in the following practice areas:

Mergers and Acquisitions

Sell-Side Advisory:
The firm represents private, middle-market companies in the sale of a minority interest, a majority interest, or 100 percent of the stock or assets of the company. The firm also represents private equity firms in the sale of portfolio companies. Barnard/Montague is retained to manage the complex M&A process to maximize value and terms, and to meet other shareholder objectives. The firm uses its experience and extensive network of relationships to identify the specific universe of qualified investors or buyers unique to each engagement, which may include:

   • Private companies
   • Public companies
   • Private equity funds
   • Subordinated debt funds
   • Hedge funds
   • International corporate or financial investors and buyers

Buy-Side Advisory:
On a select basis, Barnard/Montague advises clients who have identified particular acquisition targets and assists them in the negotiation, structuring, due diligence, financing, and documentation of the transaction.

Private Placements

The firm has deep relationships with an extensive network of global debt and equity sources, allowing it to identify and structure the most appropriate capital solutions that meet the individual client needs, whether for expansion or recapitalization purposes. The principals of Barnard/Montague have successfully completed private placements utilizing:

   • Asset-based loans
   • Senior debt facilities
   • Mezzanine finance
   • Equity capital

Financial Advisory

Particularly in the current challenging and confusing economic environment, it is often difficult for many owners and managers of middle-market companies to understand the financing alternatives that may best suit their capital needs. Because of its deep knowledge of the capital markets and experience in analyzing the financing needs of middle-market companies, the Barnard/Montague team has the ability to assist business owners in determining what source of capital and structure will enable them to accomplish their objectives.