Management:

The most important factor in any venture is the quality and integrity of the people who lead the company.

Typically our clients are individual/family-owned businesses in which the founder/owner is also the day-to-day CEO and has significant operating experience as well as an in-depth knowledge of the industry.

Additionally, since none of us get through life without making some mistakes, we prefer to work with those individuals who have the character, strength and resiliency to learn from their mistakes and leverage those experiences for later successes.

Markets:

We prefer to work with companies that have the potential to reach total industry revenues of $100 million or more.

Products/Services:

We look for companies in manufacturing, distribution, corporate and business services, technology {hardware/software/infrastructure}, and other similar industries and services.

We do not work on oil/gas deals, startups, or real estate {unless the real estate is simply a supportive part of the business assets}.  we also do not work with companies or individuals in the "idea" or "concept" stage.

Investments:

Investments can take a variety of forms ranging from private equity to senior notes, subordinated notes and stock purchase warrants to convertible debentures to convertible preferred stock {see Corporate Finance }.

Expansion Financing:

Rapidly growing companies usually require outside capital to fund their growth.   Adequate bank financing is often unavailable, and a public offering may be premature.  We help our clients access capital to support growth.  Additionally, we help improve a growing company's access to financing from banks or other institutions {see Corporate Finance }.

Management Buyouts

Managers who have the opportunity to acquire businesses often need outside capital and financial expertise to complete such transactions. 

Capital Markets Group, Inc. may represent either the management group or the selling company in such transactions.

We specialize in management buyouts and place a high priority on these types of projects {see Management Buyouts}.

Recapitalizations:

Owners of sizable privately owned companies often need liquidity but do not desire to sell their companies. Capital Markets Group, Inc. organizes financing for recapitalizations to provide liquidity and address the complex estate and tax problems facing the owners of such businesses.  Companies suitable for recapitalization should have sales in excess of $7 million and a history of profitability {see Corporate Finance }.

Partners with Management:

In addition to providing financing solutions, Capital Markets Group, Inc. seeks to form lasting partnerships with management to jointly maximize shareholder value. This is typically accomplished by providing financial advisory services on diverse matters of strategic importance {see How We Work and Advisory Services }.

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Types of Businesses: Privately Held Small-Cap Public Subsidiaries and Divisions of Larger Enterprises Transaction Types Mergers Acquisitions Management Buyouts Corporate Finance Mezzanine Financing Subordinated Debt Private Equity Turnarounds and Workouts Recapitalizations Size Annual Revenues in excess of $7 million up to, or exceeding, $120 million. Profitability Profitable in at least two of the past four years. No profitability minimum for Management Buyouts, Turnarounds,  Workouts and Recapitalizations Management Preference for exceptional management teams but will also work Turnarounds, Workouts, and Recapitalizations which might require management transition

Areas of Interest Manufacturing Distribution Corporate Services Business Services Technology {hardware/software/infrastructure} Consumer Products Consumer Services Industrial Products Industrial Services Outsourced Manufacturing Outsourced Services Back-Room Infrastructure Industrial Manufacturing Healthcare Packaging Business Services Value-Added Distributors We do not work on:     Oil/Gas Deals     Startups     Real Estate {unless the real estate is simply a supportive part of the business assets}.     We also do not work with companies or individuals in the "idea" or "concept" stage.