We advise on a wide array of Investment Banking Transactions, including:

mergers and acquisitions

Mergers & Acquisitions

We provide M&A advisory for both Sell-side and Buy-side transactions.

Financing: Equity & Debt

We advise clients on raising growth-capital, financing acquisitions, executing recapitalizations, and management buyouts.

Fairness Opinions

We provide fairness opinions to public companies.  Often these services are provided in connection with M&A transactions, but the need for fairness opinions also arises from regulatory, dispute resolution and other issues.


Driving Optimal Transaction Results

For the bulk of our client engagements we provide sell-side M&A and capital-raising advisory services. The substantial value that we add in providing these services is based upon our expertise in:

  • Creating the competitive tension necessary to drive potential buyers and investors to put forth and negotiate their best terms, and then
  • Working with the winner (and its various advisors) to expeditiously close the transaction.

We provide the guidance and manpower necessary to create the competitive tension and execute these crucial and challenging transactions for our clients. Meanwhile, our clients can focus on their expertise – managing their businesses to generate the best possible financial results during the course of the transaction process.

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Analyze the Market & Prepare for the Transaction

We’re experts in preparing for the optimal transaction, which includes:

  • Researching related industries and markets
  • Determining potential investors or buyers
  • Writing marketing materials and documents that properly position our client
  • Preparing due diligence documents and files

Negotiate and Close the Transaction

We focus on the steps below to drive the best terms. After the transaction terms are set, we help our clients interact with the various lawyers, accountants and other advisors necessary to swiftly close the transaction. Triangle also takes great care to maintain confidentiality throughout the entire process, avoiding potential business issues or disruptions in relationships with customers, vendors and employees.

  • Initiating senior-level discussions with potential investors and buyers
  • Soliciting preliminary offers
  • Orchestrating management presentations
  • Developing a competitive marketplace for final bids
  • Negotiating final terms
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