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Transaction Advisory

Creating value for your investors starts with making smart acquisitions.   What am I buying?  Are the forecasted earnings and cash flow sustainable?  What synergies are realized/realignable? Where are the growth opportunities?  LM+Co can help you answer these questions then work with you to complete the transactions. If debt refinancing is part of the transaction, we not only advise, but also help get the financing done. Our professionals have raised more than $100 billion in capital.

Results.Period

• As financial advisor to the senior secured lender of a $2.4 billion portfolio of life settlement policies, advised on the successful credit bid for the portfolio, identified and evaluated available asset disposition/restructuring alternatives, and led the valuation analysis; we are currently managing the sale of portfolio assets to maximize the recovery, through a more refined sales process, on the $515 million of secured debt that lender was owed
  
  
• As financial advisor to the senior lenders of a major post acute care and skilled nursing home (“SNF”) provider, advised on the disposition of non-core business, generating $200 million in proceeds; identified and closed 1/3 of the SNF locations, reducing annual EBITDA losses by $30 million; developed cost-cutting initiatives that reduced  corporate overhead by 33%
  
  
• As financial advisor to a lead investor/creditor, assisted in transaction strategy and deal negotiation for a competing rights offering, conducted valuation analyses, analyzed the industry’s competitive landscape, identified core vs. non-core businesses and manufacturing facilities and identified cost-reduction opportunities
  
  
• As financial advisor to an investor, assisted in transaction strategy and deal negotiation related to a potential stalking horse bid for the North American assets, conducted valuation analyses, analyzed the industry’s competitive landscape, conducted operational and financial due diligence, and identified cost-reduction opportunities

 

See a representative list of some of these successful transaction advisory engagements