Baker Tilly Capital, LLC: An Overview

Baker Tilly Capital, LLC, is the investment banking arm of Baker Tilly US, LLP, a leading advisory CPA firm. It provides a range of advisory services focused primarily on middle-market businesses. Their core focus is on assisting privately held and family-owned businesses, as well as private equity groups, navigating complex financial transactions.

Services Offered

Baker Tilly Capital provides a comprehensive suite of investment banking services, encompassing:

Mergers & Acquisitions (M&A): They advise clients on both the buy-side and sell-side of M&A transactions. This includes valuation, structuring, negotiation, and due diligence support. Their M&A expertise covers a broad spectrum of industries, allowing them to tailor their approach to specific client needs.
Capital Markets: They assist companies in raising capital through various avenues, including private placements of debt and equity. This can involve securing funding for growth initiatives, recapitalizations, or acquisitions.
Restructuring & Turnaround: Baker Tilly Capital provides advisory services to companies facing financial distress, helping them to restructure their debt, improve operational efficiency, and return to profitability.
Valuation Services: Independent valuation opinions are crucial for many situations, including M&A, financial reporting, tax planning, and litigation support. Baker Tilly Capital’s valuation team provides well-supported and defensible valuations.
Fairness Opinions: They provide fairness opinions to boards of directors and special committees, offering an independent assessment of the fairness of a proposed transaction.

Industry Focus

While possessing broad capabilities, Baker Tilly Capital often concentrates on specific industries to leverage its deep sector knowledge. These industries typically include, but are not limited to:

Manufacturing & Distribution
Healthcare
Technology
Business Services
Consumer Products

Their industry-specific expertise allows them to understand the unique dynamics and challenges faced by companies in these sectors, leading to more effective advisory services.

Approach and Value Proposition

Baker Tilly Capital distinguishes itself through its client-centric approach and commitment to building long-term relationships. They aim to understand their clients’ specific goals and objectives, tailoring their services to meet those needs. As part of the larger Baker Tilly US, LLP, they can draw upon the resources and expertise of a full-service accounting and advisory firm, providing clients with a holistic and integrated approach to financial transactions.

Their middle-market focus ensures that they are dedicated to serving the needs of these businesses, offering the attention and expertise often associated with larger investment banks while maintaining a more personal and responsive service model. This combination of experience, industry knowledge, and a client-focused approach positions Baker Tilly Capital as a valuable partner for companies seeking to navigate the complexities of the investment banking landscape.