Capital Markets & Investment Banking

Financial Advisory and Transaction Integration

Overview

Through Occams Capital, we provide expert boutique investment advisory that represents small to midsize businesses across various industries including technology and financial services. Our unparalleled client service is the backbone of our firm and we strive to achieve our client’s goals with integrity and excellence. Our client’s success is paramount to our success. We make their priorities our own and tailor our advice to the needs of our client.

We offer differentiated, value added advisory services to our small and middle market clients facing complex financial and strategic challenges. Our offerings include Capital Raising Services to promote the growth of our clients’ business operations. We offer Financial Advisory Services to keep our clients at the top of their financial consulting and investment banking needs. Our Mergers & Acquisitions services on sell-side and buy-side includes due diligence, deal structuring, negotiations, and post-merger integration. Our experienced team works with immense professionalism, focus and diligence to meet objectives and exceed our clients’ expectations. With our clients’ best interest at heart, we work tirelessly to raise the bar.

Financial Advisory and Transaction Integration

You Bought a Business, Now What?

More often than not, mergers go wrong in post-merger integration

Financial Advisory and Transaction Integration
Financial Advisory and Transaction Integration ipad

You Bought a Business, Now What?

More often than not, mergers go wrong in post-merger integration

Our Financial Advisory Services help our clients stay on top of their various investment banking and financial consulting needs. Our seasoned professionals remain actively engaged with our clients to ensure their objectives are met. Occams provides professional financial advisory services such as Interim-CFO Services, Transaction Due Diligence and post-Merger Integration. We help our clients form Joint Ventures and execute Management and Leveraged Buyouts.

As financial advisors, we serve as our clients’ planning partners, taking on their goals as our own. We work to understand the financial health of our client’s company so that we can be better informed before offering our expertise. We then clarify our client’s assets, liabilities, income and expenses, understand our client’s risk tolerance and risk capacity, and gain a thorough understanding of our client’s business. We enter a dialogue to determine what our client’s investment preferences are and other financial management considerations. Together, we synthesize a plan to meet our client’s financial goals. We remain available to clients after the closing of their project to minimize the impact of any future pitfalls. Our advice is tailor-made for each client and we guarantee a seamless result at the end of the day.

Related Offerings

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