Sagg Road Capital

Mergers & Acquisitions

Mergers, acquisitions, and divestitures
Spin-offs and joint ventures
Fairness opinions and shareholder advisory

The firm operates across various sectors and is known for achieving maximum value for clients during sale processes. It guides clients through all stages of the M&A process by:

Evaluating strategic alternatives
Assessing potential acquirers and targets
Providing valuation analyses
Advising on transaction terms, including valuation, structuring, timing, and potential financing

Sagg Road Capital's team consists of experienced professionals with a strong track record of delivering exceptional results for clients.

Comprehensive Capital Structure Advisory

Complex Financing Solutions: Tailored for privately-owned companies, from large sponsor-owned enterprises to startups and family-owned businesses, leveraging sector knowledge and debt and equity advisory expertise.
Extensive Range of Services: Includes refinancing, acquisition financing, capital structure optimization, and liability management to enhance strategic positioning and support growth and expansion.
Comprehensive Tools and Experience: Utilizes private debt exchanges, tenders, repurchases, new money financings, and negotiated recapitalizations to:
- Optimize and deleverage balance sheets
- Address financial and operational challenges
- Improve debt covenants
- Capitalize on market volatility
- Enhance liquidity
- Raise new capital in various debt and equity forms

Our expertise encompasses:

Liquidity enhancement strategies
Capital raise advisory and execution
Liability management advisory
Fulcrum security strategies
Asset sales and monetization
Negotiated and in-court restructurings
Expert testimony and litigation support in complex cases

This comprehensive approach ensures that clients receive tailored solutions to optimize their capital structures and achieve their financial goals.

Specialized Capital Markets Services

Customized Financing Solutions: The team structures and executes tailored financing solutions, advising clients on equity and debt transactions to meet diverse needs such as refinancings, growth capital, secondary liquidity, buyouts, and project financing.
Comprehensive Advisory Services: We offer extensive advisory services in private capital markets, dealing with the issuance of debt, equity, or hybrid securities, and collaborate with operational experts to address key industry issues before proposing financing strategies.
Independent and Objective Approach: Our independence and objectivity, along with long-standing institutional buy-side relationships, enhance their market insights and execution quality.
Leading Placement Agent: As a leading placement agent, the team connects clients with private capital solutions to support acquisition financing, recapitalizations, and equity raises, working with a network of private institutional investors to enhance liquidity and structure unique financial solutions.