SFI helps clients nationwide buy, sell and/or secure financing for businesses across a wide range of industries. We also assist with valuations, growth strategies and exit plans. We are one of the few investment banks able to close transactions across the entire capital stack, with flexible structures including subordinated debt, full strategic sale and everything in between.

We have an established track record, operating experience and sophisticated methods that enable us to provide disciplined service, creative solutions and effective strategies to help clients meet financial and strategic goals. Our size enables us to offer the attention of a boutique firm combined with Wall Street resources, all delivered by experienced investment banking professionals in every transaction.

Over the course of 30 years, we have closed more than 75 transactions exceeding $1 billion in total value.

OUR DISCIPLINED APPROACH

UNDERSTAND

RESEARCH

EVALUATE

DESIGN

MARKET

NEGOTIATE

CLOSE, SUPPORT & MONITOR

UNDERSTAND – We first collect data and develop in-depth understanding of the company’s operations and financial position through research, analysis, and conversation

RESEARCH – We thoroughly research the client’s industry and all comparable transactions to understand competitive positioning, valuations, and the amount of deal activity

EVALUATE – We work with client management to forecast defensible financial projections and perform a comprehensive valuation using the best data available from sources like CapitalIQ

DESIGN – We personally build professional & visually striking marketing materials with the client’s input using in-house resources

MARKET – We coordinate and execute an aggressive marketing campaign to contact, qualify, and arrange meetings with potential lenders, investors, and/or strategic buyers while ensuring confidentiality at every step

NEGOTIATE – We obtain multiple term sheets from prospective buyers and structure/negotiate the transaction on our client’s behalf with the goal of achieving the best possible outcome

CLOSE, SUPPORT & MONITOR – We guide the transaction to closing and provide pre- and post-close support and due diligence assistance

OUR PHILOSOPHY

We take time to get to know you and your company, analyze the full spectrum of opportunities and build custom solutions that maximize value while ensuring future growth and continuity.

This support enables owners to continue running their companies effectively knowing the transaction is being handled with great care and their best interests in mind.

Years Experience

Transactions Closed

B+

Total Transaction Value