Strategic Advisory

• Advise on the appropriate corporate and business unit strategy for company’s. We help boards decide where best to play and how to win in their markets or sectors.
• Assist companies in identifying immediate and long-term operational improvements. We leverage our knowledge and experience across healthcare to help transform the way Company’s manage their business across the organization to gain competitive advantage.
• In select instances, we provide interim CFO services to help management teams put a process in place to create / improve management and financial reporting.

Valuations

Valuation and accounting expertise is a core skill set of the Belay team.

• We have the experience necessary to deliver reliable valuation opinions and advice in order to prepare for future events or make informed decisions in today’s complex operating environment.
• 
  
  
  
  
  
  

Capital Raising

• As an entrepreneur, it can be overwhelming to evaluate your options for raising capital. From private equity to private debt to public equity, we can help you make sense of all of the options and find the one that makes sense for you.
• We have long-standing relationships with leading institutional investors across our targeted industry sectors for companies seeking capital for growth, acquisitions, buyouts and recapitalizations.
• 
  
  
  
  
  

Sell-Side Mergers & Acquisitions Advisory / Divestitures / Recapitalizations

We have developed considerable transaction experience during our tenure at premier investment banks and advisory firms. From highly complex leveraged buyouts to simple asset sales and everything in-between, we’ve got your back.

• Advise on the appropriate exit strategy, preparing marketing materials and financial models, identifying and contacting the right type of qualified investors / buyers, preparing management to interact with potential buyers, assisting in the negotiations and providing beginning to end support.
• Our network of potential investors / buyers, including other companies and competitors as well as financial sponsors and private equity firms, enables us to complete transactions quickly and discretely.
• 
  
  

Buy-Side Mergers & Acquisitions Advisory / Acquisitions

In some cases, the best path for our clients is to grow inorganically via acquisitions. Our extensive network and relationships in healthcare allow management teams to focus on running their business while we help execute on their growth plans.

• Assist companies in buy-side transactions by identifying, prospecting and evaluating potential targets, providing valuation analyses, evaluating and proposing alternatives and handling all aspects of an acquisition to ensure a smooth transaction.
• Our industry knowledge, exposure and vast network enables us to add tremendous value to our clients.
• We take a focused approach to find companies that add strategic value to our clients and help build successful businesses.

Merger and Joint Venture Advisory

Belay has deep experience in helping clients navigate the complexities of mergers and joint ventures – no two are alike and without considerable planning, and protections, even the best laid plans can go awry.

• Provide a unique, third-party perspective to the valuation of businesses and their strategic fit to ensure that shareholder value is maximized.
• Utilize our industry knowledge and transaction structuring experience to highlight important considerations when contemplating a merger or joint venture - identifying potential pitfalls; advising on the advantageous terms and arrangements; and making sure things can be unwound or exited, if needed or desired, without loss in value or considerable cost.
•