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Tobie
Capital
provides
its
clients
with an
array
of
sophisticated
investment
banking
services
that
include
mergers
and
acquisitions,
sales
and
divestitures,
financings,
recapitalizations
and
restructurings,
strategic
advisory
services,
valuations,
and
related
consulting
services.
Tobie
Capital
professionals
have
extensive
expertise
in each
of
these
areas,
provide
clients
with
unique
transaction
strategies
tailored
to best
meet
their
goals
and
objectives.
Mergers
and
Acquisitions
Tobie
Capital
professionals
combine
their
transaction
expertise
along
with
our
extensive
research
capabilities,
proprietary
investor
database,
and
custom,
enterprise-wide
transaction
management
system
to
deliver
the
greatest
value
for
each
client.
We
implement
a
customized
and
comprehensive
process
intended
to
generate
maximum
value
for
shareholders
with
minimum
distraction
for
operating
managers.
Our
managing
directors
work
closely
with
clients
to
first
define
objectives,
and
then
design
and
implement
a
transaction
strategy
to
achieve
each
goal.
Exclusive
Sale
Engagements
Every
sale
engagement
is
unique
and
depends
on the
specific
needs
and
objectives
of the
client's
shareholders.
The
manner
in
which
Tobie
Capital
conducts
a sale
process
will,
by
design,
vary
based
on the
client's
preference
with
regard
to:
-
The
number
and
nature
of
the
parties
to
initiate
discussions
-
The
client's
time
frame
and
expectations
-
The
management
and
ongoing
operations
of
the
business
-
Other
strategic
considerations
and
market
factors
-
Personal
and
other
unique
considerations
While
every
sale
engagement
is
conducted
differently,
we
recognize
that
creating
value
for our
clients
also
requires
that we
conduct
all
sale
engagements
with:
-
The
highest
level
of
confidentiality
and
discretion
to
best
preserve
and
protect
the
client's
relationship
with
customers,
vendors
and
employees.
-
Extensive
industry
and
buyer
research,
allowing
us
to
understand
the
transaction
and
value
proposition
from
all
perspectives.
-
Active
management
from
our
senior
professionals
to
ensure
that
the
process
remains
on
track,
with
all
involved
parties
working
together
towards
a
successful
conclusion
-
Understanding
the
financial
and
key
valuation
considerations
at
the
highest
possible
level
to
advise
our
client
and
communicate
to
potential
buyers.
-
Understanding
our
client
and
its
future
potential
and
communicating
this
understanding
to
the
targeted
audience
to
maximize
value.
-
Minimizing
the
time
requirements
of
management
and
potential
distractions
to
the
acquirers.
-
Creativity
and
negotiating
savvy
that
allows
us
to
structure
a
transaction
that
best
meets
the
client's
multiple
objectives.
Acquisition
Advisory
By
taking
a
comprehensive,
long-term
view of
our
clients'
acquisition
initiatives,
Tobie
Capital
focuses
on
generating
the
best
return
for the
long
term
(which
may
include
not
doing a
transaction).
We
believe
this
sets us
apart
from
other
advisors.
Our
senior
professionals
partner
with
clients
to
identify
relevant
acquisition
criteria
and
establish
a
systematic
process
to
identify,
research,
and
prioritize
potential
targets
to
complement
their
organic
growth
plans.
From
initial
contact,
due
diligence
and
valuation,
to
negotiation,
and
deal
structuring,
Tobie
Capital
will be
your
partner
every
step of
the
way.
Corporate
Divestitures
Given
the
complexities
of
corporate
divestitures,
finding
the
right
buyer
is the
most
challenging
and
critical
aspect
of
these
transactions.
In some
cases,
a
strategic
buyer
is
required
due to
lack of
management
or
shared
operating
assets
that
must be
retained
by the
parent.
In
other
cases,
a
financial
buyer
is
preferred
due to
management's
desire
to
participate
in a
transaction
and
concerns
about
sharing
information
with
competitors.
Tobie
Capital
will
work
with
the
parent
company
and
operating
management
to
understand
these
issues
and
agree
on the
optimal
buyer
for
each
situation.
Through
our
experience
in
divestitures
of
subsidiaries,
operating
divisions,
product
lines
and
manufacturing
facilities
for
public
and
private
companies,
Tobie
Capital
will
establish
a
framework
that
preserves
confidentiality
while
maximizing
value
and
other
transaction
attributes
that
are
important
to the
shareholders
of the
parent
company.
Management
Buyouts
Tobie
Capital
has
extensive
transaction
experience,
advising
both
management
teams
seeking
to
acquire
an
operating
entity
from
its
owners,
and
owners
seeking
to sell
an
operation
to its
managers.
In
addition
to
structuring
and
negotiating
transactions
that
meets
the
objectives
of both
managers
and
owners,
Tobie
Capital
can
assist
management
teams
in
securing
the
appropriate
external
financing
to
consummate
a
transaction.
We also
provide
assistance
with
structuring
ongoing
equity
positions,
key
terms
of
employment
contracts,
as well
as
valuation
services
that
provide
owners
with
the
assurance
that
they
are
receiving
a fair
and
competitive
value
for
their
business.
Private
Institutional
Financing
Tobie
Capital
financing
professionals
are
experienced
in all
aspects
of
capital
formation
including
senior
debt,
subordinated
debt,
mezzanine
capital,
preferred
stock
and
common
stock.
We
maintain
an
ongoing
dialogue
with
institutional
sources
of
capital,
including
commercial
banks,
insurance
companies,
pension
funds,
finance
companies,
hedge
funds,
mezzanine
funds,
venture
capital
funds
and
private
equity
groups.
Tobie
Capital
has
also
advised
companies
that
are
unable
to
fully
capture
potential
growth
or
liquidity
opportunities
because
they
have
outgrown
their
existing
financing
sources,
as well
as
companies
that
are
inadequately
leveraging
their
balance
sheet
or cash
flow
with
traditional
bank
debt.
In both
of
these
situations,
Tobie
Capital
considers
every
available
source
of
capital
on
behalf
of our
clients,
including
asset-based
loans,
senior
cash
flow
loans,
institutional
private
placements,
equipment
and
mortgage
financing,
asset
securitizations,
operating
or
capital
leases,
subordinated
debt,
preferred
stock
and
common
equity.
We
often
pursue
more
than
one
type of
capital
to
provide
an
optimal
capital
structure
and
minimize
dilution.
We also
recognize
and
proactively
manage
the
structural
and
logistical
challenges
of
closing
multiple
transactions
simultaneously.
Strategic
Advisory
Tobie
Capital
strategic
advisory
services
focus
on
identifying
and
implementing
strategies
to
maximize
shareholder
value
while
addressing
diverse
shareholder
objectives.
We
evaluate
capitalization
alternatives,
analyzing
their
ability
to meet
both
the
growth
requirements
of a
client
company
and the
liquidity
needs
of its
shareholders.
We
examine
a range
of
transaction
strategies,
including
acquisitions,
divestitures,
recapitalizations
and,
potentially,
the
sale of
the
company
and
measure
how
each
strategy
impacts
shareholder
objectives
relative
to
risk,
liquidity,
asset
diversification,
succession
issues,
estate
planning
and
value
maximization.
Our
analysis
of
shareholder
value
is
based
on
solid
analytical
as well
as
first-hand
experience
and
knowledge
of the
current
M&A and
financing
environments.
Valuations
Tobie
Capital
valuation
professionals
subscribe
to the
highest
ethical
and
professional
standards
set by
The
American
Society
of
Appraisers
and the
AICPA.
Tobie
Capital
provides
independent
and
objective
valuation
advisory
services
for a
number
of
purposes,
including
merger
and
acquisition
transactions,
strategic
planning,
ESOPs,
fairness
opinions,
estate
and tax
planning,
management
compensation,
goodwill
impairment
testing
and
purchase
price
allocations
(including
valuation
of
intangible
assets).
In
addition,
we also
have
the
capabilities
to
appraise
fixed
assets,
including
machinery
&
equipment
and
real
estate.
Our
valuation
professionals
combine
advanced
valuation
techniques,
an
understanding
of
current
market
conditions
and an
in-depth
knowledge
of tax
and
structural
issues
to
offer
middle
market
companies
a broad
range
of
sophisticated
and
relevant
valuation
services.
Litigation
Support
Tobie
Capital
also
provides
valuation
and
related
consulting
services
in the
context
of
dispute
resolution
and
litigation
support.
We have
the
professional
resources,
expertise
and
experience
to
provide
shareholders
and/or
litigants
with
the
support
required
to
document
damages
resulting
from
capital
markets
and
other
business
transactions.
Services
include
general
consulting,
expert
valuation
reports
and
expert
testimony.
Restructuring
Tobie
Capital
restructuring
services
focus
on
companies
undergoing
a
period
of
unexpected
financial
or
operational
turbulence.
Our
clients
have
included
companies,
secured
lenders,
unsecured
creditors,
and
shareholders.
Tobie
Capital
merger
and
acquisition
professionals
are
often
called
upon to
analyze
the
potential
sale of
the
company
or its
operating
assets,
while
our
financing
professionals
examine
innovative
strategies
to
restructure
the
company's
debt
and
equity.
We are
comfortable
both in
and
outside
bankruptcy
court
and
have
experience
in this
specialized
area.
Collectively,
our
merger,
acquisition
and
financing
specialists
can
provide
a
solution
that
maximizes
value
for all
constituencies.
Cross
Border
Transactions
Today,
companies
are
operating
in a
global
economy
and
Tobie
Capital
transaction
coverage
mirrors
that
approach.
We have
strategic
relationships
with
consulting
firms
in the
United
States,
Canada,
Europe,
Middle
East,
Central
& South
America
and
China,
which
provide
our
clients
with
ready
access
to
capital
sources,
acquisition
targets
and
merger
partners
in any
of
these
geographic
areas.
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