Why Use LVI?

LVI’s services provide great benefits. For the emerging company, perhaps the greatest advantage is that we prepare the client for the road ahead, helping the client's ability to successfully accomplish the desired transactions and then assist and support the client through every step and detail.  The biggest benefits for the client with extensive transaction experience are LVI's abilities to (a) find buyers, sellers, lenders and investors and (b) organize, negotiate and expedite transaction details including Offering Memorandums, Letters of Intent, Purchase Agreements, Holdback Agreements, due diligence teams, data rooms, etc.

A few more benefits to using LVI:
 

·  LVI Knows the Industry and the Financial World.  LVI is an expert at preparing companies to meet the requirements of prospective lenders or equity investors.  LVI also helps its clients receive full valuations from potential buyers.  We know the industries we serve and the financial and operating requirements of recurring revenue businesses. As entrepreneurs with direct operating experience, we know how to organize a management team, develop reporting systems, structure sales and marketing programs, manage a sales force and much more.  At the same time, as investment bankers, we know how the businesses are viewed and evaluated by lenders and investors.  We know how to structure a financing and negotiate the all important terms and conditions of a transaction.  We know how to bridge the gap between the operating company and its prospective lenders and equity investors.

·  LVI Moves Quickly and Will Meet Your Schedule.  LVI works quickly and accurately. If you are in a rush, we will accommodate your requirements.  If you have more time, we can expand our recommendations and help you implement additional improvements to enhance your valuation and strengthen your positioning.  Financing, selling or improving a business takes a great deal of concentrated effort.  When LVI is engaged, it focuses intensely on the transaction while the owner and operating managers are free to continue to focus on their full-time responsibilities: running and managing the current business so it continues to grow.

·      LVI Does More Than Just Introduce the Parties.

 o    When LVI is arranging financing, we help clients prepare for the investment, assist in determining what type and how much capital is needed, then locate and introduce just the right prospective lender(s) or investor(s).  We then assist in the negotiation and development of a successful relationship. After a financing transaction, LVI is frequently asked to continue its involvement to assure goals are met, results are acceptable and lender and investor expectations are met.

o     When LVI is assisting a seller with the sale of a company or division, LVI helps determine the most marketable attributes and immediate challenges of the Company and helps the client identify needed improvements.  LVI then locates the best buyers based on strategic, financial and geographic benefits which ideally translate to buyers that are willing to pay full value or better for the business.

o     When LVI is assisting in an acquisition program for a buyer, LVI locates and qualifies the seller, performs preliminary due diligence and makes sure the seller is ready to sell and prepared for the reality of the offer it might receive. After a merger or acquisition, LVI is available to assist in the assimilation or to provide interim management. 

·   LVI Has A Large List Of Prospects.  LVI has been active as an investment bank in the security business for 20 years and maintains a large database of lenders, potential buyers, potential sellers and managers.  We know their specialties and requirements, and often we can match you up with the right organization or individual to solve your problem.  We also locate and qualify new prospects as necessary to meet your requirements.

·   LVI Creates Value.  Most people have questions concerning the fees associated with investment banking or consulting engagements.  They wonder if the results will be worth the cost.  We are very sensitive to the need to deliver value in every engagement.  We know it is hard to commit to a large expense unless you have a clear picture of the value we will deliver and understand why it will be worth the cost. On average, LVI delivers savings through improved valuations that are several times greater than our fees. In addition, many of the transactions we arrange would never have occurred unless LVI had been involved.

·   LVI Tells It Like It Is.  LVI believes its clients need to hear an unbiased analysis of the facts, the probable conclusions to be drawn, the opportunities and the risks associated with each alternative course of action.