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We are expert M&A partners. Leveraging our sharp market focus, relationships and industry expertise, we achieve superior client outcomes.
Trafalgar Capital Partners advises businesses on a wide range of financing situations. We offer expert advice, extensive transactional experience and comprehensive services unconflicted by capital markets, trading or research activities.
Trafalgar Capital Partners represent founders, independent directors and special committees with objective advice, insight into shareholder concerns, clear and authoritative analysis, and a solid track record in sensitive boardroom situations.
When implemented correctly, Employee Stock Ownership Programs (ESOPs) offer tremendous tax advantages that improve a company’s cash-flow while strengthening operational performance through increased employee morale and retention. While an ESOP is not always the optimal structure to accomplish a company’s exit strategy, it should often be considered as one corporate finance option among others to achieve a favorable liquidity event.
Sell-side advisory is at our core. Trafalgar’s deep understanding of market dynamics helps us achieve superior results for clients, every time.
Our symbiotic approach motivates us to proactively help clients define and execute long-term buy vs. build strategies. Our framework means that when our clients win, we succeed.
The Trafalgar team provides guidance to owners about the complex process of selling a minority or majority of the business to partially “cash out” but retain some ownership.
Trafalgar helps business owners navigate the Management Buyout process and maintain operational continuity to ensure the client experience is relatively unchanged and avoid vulnerability.
Trafalgar provides independent financial restructuring advice to companies, creditors, shareholders, and other stakeholders, both in- and out-of-court. We specialize in providing critical and unbiased advice to clients on complex balance sheet issues and transformational situations.
Preemptively finding the right buyers to maximize closing certainty is critical. We work both with operating subsidiaries and parent companies to understand all variables and all stakeholders’ needs prior to pursuing the optimal exit path.
Trafalgar’s ESOP feasibility and transaction analysis provides vital information that helps shareholders, CEOs, and management teams determine whether or not to move forward with an ESOP installation transaction. Our expertise and decades of experience helps structure transactions that are beneficial to all parties and are financially fair to the ESOP.
Trafalgar, in connection with corporate management, helps design and install a plan for the acquisition of stock by the ESOP. We offer advice and assistance in structuring the transaction and ensure compliance with all applicable IRS contribution and allocation limits.
ESOPs look at financing for multiple reasons, including, but not limited to, funding the sale of their business, recapitalizing their company, financing for a potential acquisition, or sourcing working capital requirements. We advise ESOPs on flexible corporate financing options that improve company cash-flow while strengthening operational performance.
As a leading investment bank serving early, mid and late-stage companies, Trafalgar has a long history of arranging private equity placements for founder/family-owned businesses and sponsor-backed companies.
Equity financing is the process of raising capital through the sale of shares. We assist clients with equity financing when they require short-term funding to pay bills or a long-term goal requiring funds to invest in their growth. By selling shares, they sell ownership in their company in return for cash, like stock financing.
Debt financing occurs when a company raises money for working capital or capital expenditures by selling debt loans to individuals and/or institutional investors. We help companies set up and manage appropriate plans and contracts that promise the principal and interest on debt will be repaid.
Our experience and analytical insight allows us to fulfill our clients' tax and financial reporting valuation needs. We go beyond mere documentation to provide our clients with the confidence to meet their growing financial reporting responsibilities for Purchase Price Allocation, Goodwill Impairment, and 409A/Stock Compensation reporting.
We work on behalf of founders, board of directors, investors, trustees and other corporate leaders to advise and issue opinions on a wide range of transactions such as Fairness Opinions, Valuation Opinions, Estate and Gift Tax Valuations.