OUR SERVICES

 

Unvarnished AdviceA FULL RANGE OF STRATEGIC ALTERNATIVES

 

 

 

 

M&A Services

Oberon provides sell-side M&A advisory services to middle market business owners pursuing a sale transaction or other liquidity event. We have extensive experience in maximizing value for our clients, whether through a full or partial exit. For each mandate, we utilize our expansive rolodex with strategic buyers, private equity funds and the fast growing family office community to create a competitive process that increases valuations and assures a successful closing.

Oberon’s discrete and confidential marketing process – developed over the 22 year history of the firm – is carefully tailored for each client depending upon their goals and timeline. Our deep industry knowledge and rigorous research driven culture uniquely positions us to identify each and every prospective buyer – whether financial or strategic and whether located in the U.S. or abroad – which has the resources and potential interest to consummate a transaction in a timely manner. This highly disciplined approach typically emphasizes contacting and soliciting interest from a comprehensive list of potential buyers (the vast majority of which are not known to our clients when they initially retain Oberon) which consistently yields multiple bids, optimized valuations and attractive deal terms.

In addition, Oberon offers buy-side advisory services to potential acquirers pursuing an M&A growth strategy. From identification of potential targets to initiation of discussions and management of the due diligence process and final negotiations, Oberon’s strong reputation, expansive reach and comprehensive transaction expertise makes us the ideal partner for growth oriented acquirers.

 

 

Equity Financing

We help privately-owned and sub $500 million market-cap public companies raise growth and acquisition equity financing. These private placements – some of which are structured as majority recapitalizations and others which are structured as minority investments – often involve funding growth capital onto a client’s balance sheet, paying off corporate debt, providing shareholder liquidity for a client’s owners or a combination thereof.

Our professionals have secured substantial capital for Oberon clients by leveraging our long-established investor rolodex across the spectrum of capital sources, including private equity firms, hedge funds, family offices, venture capitalists and strategic investors.

 

 

Debt Financing

The firm’s debt financing team works with Oberon clients to arrange debt capital through our extensive global network of institutional capital providers in support of organic growth initiatives, acquisitions, recapitalizations and refinancings. Our team of senior professionals, many of whom have distinguished leverage finance backgrounds, have extensive experience in managing competitive processes to secure multiple financing proposals, particularly for borrowers faced with complex credit situations.

 

 

AREAS OF EXPERTISE

 

 

  • Commercial loans
  • Non-bank senior secured credit facilities
  • Second-lien term loans
  • Unitranche facilities
  • Mezzanine or subordinated debt
  • High-yield loans
  • Warehouse credit facilities
  • Preferred equity investment

 

 

Strategic Advisory

Oberon provides comprehensive restructuring support in highly complex turnaround, distressed, and bankruptcy transactions, with a hands-on approach that generates optimal outcomes for our clients. Over the past several years, Oberon has advised debtors on a number of notable and award winning restructuring transactions. Our professionals combine a strong knowledge of the various restructuring strategies with a combination of M&A skills, credit analysis expertise, capital markets relationships and negotiation experience in distressed situations. Whether out-of-court or in Chapter 11, we negotiate with creditors on behalf of our clients to engineer favorable outcomes for all stakeholders. In instances when creditors may ultimately challenge a plan of reorganization, our professionals also provide expert testimony on behalf of our clients.

In addition, Oberon’s valuation practice, performed through its affiliated entity Palladian Valuations, provides a broad range of services to our clients. Our professionals have deep industry expertise and experience with a wide variety of valuation engagements. Oberon provides the full suite of valuation services to public and private companies, their owners and other stakeholders across a broad range of industries and geographies. Our clients benefit from our client service, expertise and experience.

Oberon provides a variety of financial opinion and valuation services, including valuation opinions and services in connection with mergers, acquisitions and other financial transactions, valuations for purposes of collateral analyses in connection with debt or equity financings, for internal corporate or strategic purposes, to support market value accounting or tax treatment as well as other purposes. Oberon provides financial fairness opinions to Boards of Directors, investors, trustees, management and other stakeholders in order to fulfill the fiduciary obligation to verify the financial fairness of a pending transaction.

 

 

AREAS OF EXPERTISE

 

 

  • Fairness Opinions
  • Purchase Price Allocation
  • Goodwill and Intangible Asset Impairment Testing
  • Intellectual Property Valuation
  • Complex Asset Valuation, Including Derivatives and Structured Finance
  • Valuation in connection with Litigation and Disputes
  • Equity Awards and Share-Based Payments
  • Portfolio Valuation
  • Tax Valuation
  • Valuation for Estate and
  • Succession Planning
  • Expert Testimony
  • Other Valuation Consulting Services