Creating and building personal financial wealth from middle market business assets requires a varied, often complex, and sometimes difficult transition process. Because middle market business owners are specialists in running a business—not in steering successful transitions—DealCapital and its affiliates offer middle market business owners a unique Wealth Transition Advisory service.
Acting much like personal trainers, our wealth transition advisory professionals help the owner of a privately-held middle market company maximize the structure and pricing of any alternative that provides liquidity. DealCapital corporate transition partners have a thorough knowledge of all of the financial services required by a privately-held company including trust and estate services, bank credit, asset based lending, mezzanine, and equity financing and mergers and acquisitions.
A member of the DealCapital wealth transition advisory team aids both buyers and sellers in a proper transition process. Sessions are educational for the middle market business owner who learns the language that investors, buyers, and investment bankers use as well as the rules-of–the-road for successful transactions.