Investment Banking

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Investment Banking Services

Pickwick advises middle-market companies, boards, and shareholders on M&A, private capital raises, valuations, and strategic alternatives.

Our professionals work with owners, boards, and shareholders to evaluate transactions, raise capital, and position businesses for the right strategic or financial outcome.

Private Capital Raises

Transaction Experience

Growth Equity
Venture Capital
Bridge Loans
Senior Debt
Junior and Venture Debt
Lines of Credit

Pickwick understands the needs of founder-led, emerging, and growth-stage companies pursuing M&A or capital raising objectives. Our professionals are capable of connecting clients with family offices, hedge funds, venture capital firms, private credit providers, and other institutional investors within the firm's network of family offices, hedge funds, venture capital funds and other institutional investors.

Recognizing that no two businesses are alike, we look at every client's individual strategic needs, operating efficiency, market position and business culture to determine the most effective capital structure and investor positioning for growth. Our professionals have worked with companies in many stages of development. We realize the importance for entrepreneurs to focus on the operations of their company and align our processes to make the task of raising capital less of a distraction.

To learn more about our industry specialists, see our team page.

Advisory

Strategic Advisory

Pickwick provides independent board and shareholder advisory on restructuring, change-of-control situations, valuations, and strategic alternatives. Our advisory services assist with restructuring, change in control, industry insight and other decision factors for companies contemplating a future transaction.

Opinions & Valuations

Pickwick independently help executives and Boards of Directors evaluate and negotiate potential mergers & acquisitions opportunities. Pickwick provides independent valuation analysis, transaction insight, and objective decision support allowing clients to make a balanced transaction decision.