Preserving Value in Financially Challenged Situations

Wilcox Investment Bankers provides financial restructuring and distressed merger & acquisition advisory services to middle market companies facing liquidity challenges, debt maturities or covenant compliance issues resulting from company-specific issues or cyclical changes.

In these situations, it is often imperative that the company and its advisors respond quickly to provide financial flexibility, maximize the range of alternatives available, and ultimately preserve value for the company’s constituents.

We focus on delivering the maximum value in what are inevitably complex, time-pressured, and unpredictable circumstances. We offer objective, unbiased advice regarding the range of strategic and capital structure alternatives that may be available. We thoroughly analyze the critical factors in these situations and rapidly implement solutions that maximize value while minimizing delay.

For distressed M&A situations, Wilcox Investment Bankers advises clients throughout the entire process, including identification of targets/buyers, participation in a sales process and court proceedings, if necessary. We look to identify creative tactical or strategic solutions to unlock value in every situation.

We advise debtors, lenders and other creditors of middle market companies navigating through varying levels of financial distress.

Providing Solutions to Financially Challenged Companies

Wilcox Investment Bankers is dedicated to providing solutions for financially challenged or distressed middle market companies. We can assist in creating a restructuring plan. We can help arrange new capital as we maintain relationships with many private equity investors, lenders and other capital sources that specialize in assisting companies in need of capital. Or we can manage complex M&A transactions for clients seeking to sell all, or a portion, of the business to satisfy creditor obligations. Some of our specific services include:

  • Evaluation of strategic alternatives
  • Capital structure assessment
  • Cash flow planning and management
  • Financial dashboard creation
  • Restructuring existing debt or equity
  • Recapitalizations
  • Raising capital (rescue/bridge financing, DIP, mezzanine debt)
  • Negotiating forbearance agreements or credit amendments
  • Exchange offers
  • Distressed mergers & acquisitions
  • Chapter 11/§363 bankruptcy sales
  • Out-of-court restructurings
  • Providing business valuation and expert testimony in bankruptcy proceedings
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