Capabilities
Advisory Across Transactions, Capital And Ownership
EBITDA20x advises on the decisions that determine what a business is ultimately worth — and on the transactions that realize that value.
Mergers & Acquisitions
Sell-side, buy-side and merger advisory for owners, boards and financial sponsors.
EBITDA20x advises business owners and boards throughout the full lifecycle of a sale process, from positioning and buyer identification through negotiation, diligence and closing.
On buy-side engagements, the firm advises strategic acquirers and financial sponsors on identifying, evaluating, structuring and executing acquisitions within its core sectors.
- Sell-Side Advisory
- Buy-Side Advisory
- Merger Advisory
- Divestitures & Carve-Outs
- Spin-Offs & Separations
- Joint Ventures & Strategic Partnerships
- Tender Offers & Takeover Situations
- Financial Sponsor Advisory
Capital Advisory
Capital structure advice and private capital across the balance sheet.
EBITDA20x advises companies on raising and structuring capital to support growth, acquisitions, shareholder liquidity and recapitalizations, evaluating alternatives across the capital structure against each client’s objectives.
Engagements include assessing how much capital a business can support, on what terms, and from which sources — sponsors, family offices, credit funds, strategic investors or traditional lenders.
- Growth Equity & Private Capital
- Debt Advisory & Refinancing
- Acquisition & Leveraged Finance
- Private Credit & Structured Capital
- Recapitalizations & Dividend Recapitalizations
- Shareholder Liquidity Solutions
- Capital Structure Optimization
Strategic Advisory
Independent counsel on consequential strategic and ownership decisions.
EBITDA20x advises boards, shareholders and management teams on decisions that extend beyond a single transaction: whether to sell, acquire, separate, recapitalize or remain independent.
These engagements often begin well before a process does, and are structured around the specific objectives of the business and its stakeholders.
- Strategic Alternatives Review
- Board & Shareholder Advisory
- Corporate Strategy & Capital Allocation
- Acquisition Strategy & Target Screening
- Exit Planning & Readiness
- Public Company Preparedness
- Takeover Defense & Activism Response
Investor Relations
Positioning, targeting and communication support for companies engaging the investor community.
EBITDA20x advises companies on how they are understood by the investor community: how the equity story is framed, which investors are approached, how performance is communicated between reporting periods, and where the gap sits between management’s view of the business and the market’s.
Engagements range from preparing a private company for its first institutional investor conversations through ongoing support for public company management teams and boards.
- Equity Story & Positioning
- Investor Targeting & Outreach
- Investor Perception Studies
- Shareholder Identification & Surveillance
- Earnings & Disclosure Support
- Investor Day & Capital Markets Day Planning
- Sell-Side Analyst Coverage Strategy
- Peer Benchmarking & Valuation Communication
Valuation & Fairness Opinions
Independent valuation analysis and board-level opinions.
EBITDA20x provides valuation analysis supporting transactions, financings, planning and board decision-making, applying discounted cash flow, comparable company, precedent transaction, leveraged buyout and sum-of-the-parts methodologies as appropriate.
The firm also renders fairness opinions to boards and special committees evaluating the financial terms of a proposed transaction, including situations involving conflicts of interest or heightened fiduciary considerations.
- Fairness Opinions
- Independent Valuation Analysis
- Transaction Structuring & Consideration Analysis
- Contribution & Exchange Ratio Analysis
- Sum-of-the-Parts & Segment Valuation
- Special Committee Support
Special Situations
Liability management, restructuring and time-sensitive processes.
EBITDA20x advises companies, shareholders and creditors in situations where capital structure, liquidity or performance pressure shapes the alternatives available.
Engagements range from proactive liability management and refinancing through distressed sale processes and creditor negotiations.
- Debt Restructuring & Liability Management
- Refinancing & Covenant Negotiation
- Distressed & Accelerated M&A
- Creditor & Lender Negotiations
- Recovery & Alternatives Analysis
- Carve-Outs from Stressed Situations
Merchant Banking
Principal capital invested alongside founders, management teams and sponsors.
Beyond advising on transactions, EBITDA20x invests its own capital in businesses within its core sectors, taking positions alongside founders, management teams and financial sponsors.
- Direct Investments
- Co-Investments Alongside Sponsors
- Minority Growth Capital
- Structured & Preferred Equity
- Founder & Shareholder Liquidity
- Management Buyout Support
