Recent Transactions & Experience
Columbiad Capital Advisors is a Full-Service Investment Banking and M&A Advisory Firm
- Extensive track record of successful transactions across multiple industry verticals, with a primary focus on the Lower Middle Market, including (insert industry sectors here).
- All client engagements are led by our Partners, ensuring senior-level attention and involvement throughout the entire process. This hands-on approach drives superior execution and optimal outcomes.
- Comprehensive suite of services, including Sell-Side and Buy-Side Advisory, Majority Recapitalizations, Minority Capital Raises, Exit Strategy Planning, and Debt Restructuring.
- Our advisory team brings deep operational and leadership experience within our clients’ industry verticals. We understand the dynamics of managing, buying, selling, and financing businesses from both sides of the table.
- We follow a proven, customized engagement process that is strategic, confidential, and tailored to each client's unique objectives.
- Registered with FINRA and the SEC through Walnut Creek Capital Advisors LLC.
Selected Transaction Experience
IT Infrastructure Professional Service
Successfully marketed and sold a +$26MM Revenue, $6.0MM Adj, EBITDA IT Infrastructure Professional Service company. Client also had a software app that was negotiated with the sale.
Company focused on long-term project driven activities. MRR was below 25%.
Sold to a PE owned IT platform company for $34.0MM (+) gross purchase price. 5.7X TTM Adjusted EBITDA.
PE Backed IT Network Design
Successfully closed on an add-on acquisition for a PE backed IT network design, build and deploy company for a gross purchase price of $16.7 million.
Add-on acquisition gave the client a leading national position in a targeted end-use vertical.
IT Managed Service Company
Successfully marketed and sold a +$4.5M Revenue, negative EBITDA, IT Managed Service Company (MSP) divested by a large Professional Service Company.
Parent saw their MSP as no longer strategic to its core business after growing it organically for 3 years. It was a drain of capital away from other strategic initiatives.
This spinoff company was sold to a strategic buyer as an add-on investment for $4.0MM gross purchase price for9X TTM Rev.
IT Managed Service Company
Engaged by a NY Private Equity firm to assist their Platform CEO in acquiring add-on investments in a roll-up for their IT Managed Service Company (MSP).
Closed the first add-on MSP (1.0X Revenue). Owner was looking to withdrawal form the business and client viewed it as a “Customer List” opportunity.
IT Managed Service Company
Engaged by a NY Private Equity firm to assist their Platform CEO in acquiring add-on investments in a roll-up for their IT Managed Service Company (MSP).
Closed the second MSP, add-on acquisition (7.0X TTM EBITDA, 1.14X TTM Revenue). Client saw this as an opportunity for geographic expansion with a full-service, independent division with growth opportunities. The owner had personal family issues and needed to exit.
Closed the first add-on MSP (1.0X Revenue). Owner was looking to withdrawal form
SaaS KYC Business Information Platform
Successfully marketed and sold a SaaS KYC Business Information Platform
Gross Sales price 5.5X revenues. VCs and investors felt that a strategic buyer with a large client base could scale the platform more quickly then organic growth
Lead investor was a Venture Capital fund
Sold in an all-cash deal to a Global Enterprise Strategic Buyer.
SaaS KYC Business Information Platform
Successfully marketed and sold a SaaS KYC Business Information Platform
Gross Sales price 5.5X revenues. VCs and investors felt that a strategic buyer with a large client base could scale the platform more quickly then organic growth
Lead investor was a Venture Capital fund
Sold in an all-cash deal to a Global Enterprise Strategic Buyer.
Healthtech Company
Sold a VC backed Healthtech Company with heavy MRR component and breakeven EBITDA for +3X revenues to a major strategic buyer.
Fin Tech Merchant Payment Processing Company
Successfully facilitated a $3.0MM Series A Seed Round for a Fin Tech Merchant Payment Processing Company.
Successfully supported the sale of the Company to a strategic co-investor for $20.0MM.
Transportation and Logistics
Engaged by a Strategic Buyer of hard asset transportation companies to identify and negotiate the acquisition of two add-on investments in the Southeast.
Industrials and Industrial Services
Fin Tech Startup
Columbiad Capital Advisors and our Associates have been involved in several Fin Tech start-ups/launch & sale of a Pay Card Firm and have held C-Level positions at a range of financial institutions
Professional Service Company
Restructured the entire debt portfolio for a financial service industry focused Professional Service Company. Resulted in significant free cash flow improvement and improved liquidity for the client (Q3 2019)
Insurance Brokerage Agency
Columbiad Capital Advisors negotiated and sold its minority interest in a successful Insurance Brokerage Agency (Q1 2019) and was able to stand-up and raise growth capital for its wholly owned, growing and profitable Mortgage Brokerage Business (Q2 2019).
Professional Service Company
Restructured the entire debt portfolio for a financial service industry focused Professional Service Company. Resulted in significant free cash flow improvement and improved liquidity for the client.
Retail and Hospitality
Restructured the secured and unsecured debt portfolio of a Leisure Activity/Retail Sales business, including forbearance agreements on existing debt obligations while supporting the operational turnaround strategy.
Member FINRA. Registered Representative and Member of GT Securities, Inc., a registered (SEC, FINRA, and SIPC) broker dealer.
Securities offered through GT Securities, Inc. (member FINRA, SIPC). This content does not constitute tax, legal, insurance, or investment advice, nor is it a solicitation or offer to buy or sell any security or other financial instrument. Any material provided by clients or from other third-party sources is deemed reliable; however, Columbiad Capital Advisors has not audited or otherwise confirmed the accuracy of this information and makes no representations, express or implied, as to its accuracy. All representations contained herein are attributable solely to the client or third-party sources. To the extent this content contains predictions or projections, please note these are subject to uncertainty, and no warranty as to their accuracy is expressed or implied.
Disclaimer: Any material provided by Client’s and from other sources are deemed reliable. However, Columbiad Capital Advisors has not audited or otherwise confirmed the accuracy of this information and makes no representations, expressed, or implied as to the accuracy of such information. All representations contained herein are attributable solely to the Client or Third-Party Sources. To the extent that all this document contains predictions or projections, we ask that interested parties recognize that these are subject to a degree of uncertainty and that no warranty of such projections is expressed or implied.
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