Investment Banking
Lombard Global: A Middle Market Investment Bank
Lombard Global, Inc. provides investment banking services to emerging and middle market companies through our broker-dealer partners, GT Securities (Growthink). We specialize in raising equity and debt capital and in executing acquisition, divestiture, and merger transactions for our clients. Unlike the larger banks, Lombard Global funds business innovation.
Our unique approach leverages Lombard’s two core services — global growth strategy consulting and corporate finance — to provide unparalleled corporate advisory and capital raising services.
Emerging Markets Transaction Advisory Services
Today, over half of global output comes from emerging markets. As a result, only the most locally committed investors’ growth strategies are within their own borders. Lombard Global, Inc. works with PE and Investment Management firms as strategic investment advisors. We provide due diligence, capital placement and post investment services delivered by our senior and local talent from our offices in the three principal BRIC markets: Brazil, China and India.
EMERGING MARKETS TRANSACTION ADVISORY SERVICES
The Lombard Difference: Consultative and Strategic Investment Bankers
Most boutique investment banks focus solely on corporate finance services and on efficiently executing transactions. They typically do not provide the strategic growth guidance that emerging and middle market companies need.
Lombard Global, however, offers clients decades of global strategic management consulting and investment expertise in addition to expert financial advice. In conjunction with our affiliate partners:
- We closely track emerging industries.
- We closely track emerging markets in the BRICS, Turkey and the Caucuses, Indonesia, Malaysia, Saudi Arabia, the Gulf, Egypt and many others.
- We look for great opportunities in traditional industries such as healthcare, manufacturing and distribution.
- We understand your business because we have created firms ourselves and consulted with several thousand companies at all stages of development and with all aspects of their business.
- We understand corporate finance and how to get deals done in any economic climate. In addition, we also have developed and launched sales and marketing strategies, operations plans, and studied the competitive landscape in your industry.
- We have started and built successful businesses and personally experienced many of the same challenges you face on a daily basis.
What Does This Mean for Your Firm?
If you’ve met or worked with investment banking firms, you may have come away with the feeling that there is little difference among them. Not Lombard Global.
We’ve rolled up our sleeves too; we “get it”. We leverage our extensive hands-on, real world business experience and knowledge to provide strategic insight into every financial transaction. We understand the valuation drivers for your firm, and will provide strategy consulting advice regarding your business model and positioning in order to optimize your results.
We believe our comprehensive approach towards advising your business can maximize the valuation of your firm. Our approach looks at many ways of closing a transaction for you. Our clients tell us we often become an extension of their own internal team due to the extensive support we provide.
Our methodology also includes strategic market research within your market and investment space, a detailed presentation of investment research and data, introductions and representation with prospective investors, and advice and assistance in negotiating, structuring and closing financial transactions.
Cross Border and Interstate Merger and Acquisition
Lombard Global can help you decide if you should expand your global footprint organically or through acquisitions. We provide end to end inbound and outbound solutions that include the following process:
Strategy. The cornerstone of any disciplined M&A and capital raise process, strategy is the blueprint companies need to make sure their actions match their business objectives. Whether your strategic goals are growing market share and diversifying risk or building new competencies and cost containment, we will get you on track to start looking at appropriate targets.
Target Identification and Screening is a structured process that includes: defining acquisition objectives, creating a pool of target candidates and screening against selected criteria and prioritizing choices. Through our technology and processes, however, we will try to find targets that are not already seriously taking bids from competitive suitors.
Due Diligence. During M&A due diligence, we gather the information you will need to understand the risks, develop a workable deal structure and value the transaction. Effective due diligence helps validate and update assumptions made during screening and can help the acquirer develop a more informed negotiating position.
Transaction Execution is one of the more complex and technical phases of the M&A process. This is when the deal structure and valuation are finalized, and the agreements between the parties are executed. Having competent financial, tax, accounting and legal advice can go a long way to help better understand and potentially avoid unnecessary risks and position the organization to better achieve the objectives of the transaction itself. This phase concludes with a merger or acquisition agreement.
Integration. Few operational challenges are more daunting than merger integration. Whether you are considering complete integration, partial integration with a measure of autonomy left to the seller or a merger of friends which is the next step in a joint venture arrangement, we will be there to help you plan and execute, if necessary.
Divestitures. Divestitures aren’t just mergers in reverse. They are complicated transactions that can include carve-outs, spin-offs, liquidations, split-offs, exchanges and tracking stocks. Lombard Global can assist you in this phase of your global business merger or acquisition strategy.