NextGen Capital Markets

Investment Banking

NextGen Capital Markets truly understands that no two clients are alike. Each comes with a unique history and even more unique future opportunities, and NextGen Capital Markets deal teams specialize in crafting creative and comprehensive capital solutions to address even the most complex financial situations. Our professionals have closed over 200 transactions and financings, both domestic and cross-border. We will work to maximize value for your business by leveraging an extensive network of financial and strategic relationships to help you source and evaluate new opportunities – whether buying, selling, or forming strategic partnerships. Our professionals average more than 20 years of investment banking and capital markets experience, bringing senior level attention throughout every project.

Capital Markets

Assess market trends and provide access to a broad range of capital markets alternatives for purposes of recapitalizations, acquisitions, disposals, hedging, yield enhancement and enhancing overall shareholder value.

Corporate Finance

Provide advisory services for business owners, executives, and boards including valuations, capital structure analysis, and comprehensive reviews of strategic alternatives.

Mergers and Acquisitions

Advise clients on a wide range of M&A strategies – including sell-side and buy-side acquisitions, mergers and divestitures – for purposes of enhancing value to owners and stakeholders.

Capital Raises

Provide or source a variety of financing alternatives including private placements of equity and debt capital to support future growth and making use of a broad network of private equity/debt, commercial banking, family office, and strategic business relationships.

Leveraged Buyouts

Provide structure and execution services for the acquisition of cash-flowing middle market companies; applying a debt strategy that may include combinations of senior, subordinated, and mezzanine debt, and private equity placements for purposes of enhancing returns to new or existing equity holders.

Joint Ventures

Negotiate, execute and, if needed, source potential strategic partners for purposes that may include expanding market share, strengthening operations, and enhancing the revenues and profitability of growing companies.

Carve-Outs and Spin Offs

Provide thorough assessment and execution services for carving out or spinning off divisions that may no longer fit the long-term strategic vision of the enterprise or for purposes of negotiating (or renegotiating) more favorable capital structures in support of future growth.

Special Situations

Provide thorough situational analysis and creative direction to companies that are underperforming or have underperforming divisions or operations. Even good companies with solid business plans can find themselves in need of structural and financial options that traditional providers are unable to meet.

Takeover Defenses

Evaluate, propose and work with legal teams to implement defensive alternatives for organizations having large and/or dispersed shareholder bases with no clear majority or controlling classes and who are at risk of unwanted takeovers.

Special Projects

Provide a range of tailor-made strategic services for navigating the ever-changing environments of industries and the capital markets