Management Buyout/Recapitalization Advisory
Management buyouts and recapitalizations provide shareholders and companies unique opportunities for change while offering a degree of consistency. A properly structured transaction can provide current liquidity and future capital appreciation for business owners, and can empower companies with the opportunity to grow in new directions while ensuring that the current management team remains in place.

WI Capital Advisors is experienced in all phases of the management buyout/recapitalization process. We have expertise in determining the feasibility of a transaction, developing the appropriate structure, finding the right private equity partner and negotiating the terms of the management agreement. As former operators of private equity-owned companies, we bring a unique understanding to how best structure this type of transaction.

Seller Advisory
From the valuation of the business and the advisability of a sale, to marketing the proposed transaction to potential buyers and negotiating an agreement, WI Capital Advisors offers a level of service unique in the lower-middle-market.

We view our role as partners and collaborators and are actively involved in every aspect of the transaction. Our hands-on approach, which features a rigorous screening and evaluation of potential buyers, is designed to reduce our clients' time commitment. We run a discrete process and enable our clients to stay focused on running their business issues. WI Capital Advisors has the experience necessary to help companies avoid potential pitfalls before they become problems, and the expertise to move quickly and decisively if problems occur.

WI Capital Advisors adds significant value to a transaction, ensuring that our clients' goals are achieved when structuring, negotiating and closing transactions.

Buy-Side M&A Advisory
WI Capital Advisors helps clients identify, initiate and close non-auctioned acquisition targets through a targeted and strategic buy-side acquisition strategy and approach. We have also developed differentiated expertise in sourcing add-on acquisitions for private equity clients, by strategically leveraging the resources of our human capital division and by working closely with our executive relationships and proprietary industry relationships.

Capital Sourcing
WI Capital Advisors assists clients achieve their strategic objectives by tapping into our deep strategic partnerships and our extensive network of contacts to create the appropriate capital structure for their enterprise through our full range of available capital resources. In addition to sourcing debt and equity, we work with our clients to optimize the business' capital structure to ensure maximum operating effectiveness.