M&A Advisory

Mergers & Acquisitions

We execute complex M&A transactions for privately held companies—from strategic acquisitions to leveraged buyouts. Our team delivers expert guidance to maximize value and ensure successful outcomes.

$135M
Transaction Value
33
Completed Deals
30+
Years of Dealmaking Experience
Modern corporate office

M&A Services

01

Buy Side & Sell Side

We have helped clients grow geographically, consolidate fragmented industries and expand their product lines, as well as shed non-core assets and exit successful investments.

  • M&A Strategy
  • Target Screening
  • Transaction Structure
  • Financing
02

Leveraged Transactions & Buyouts

Our interdisciplinary approach allows us to move quickly when evaluating complex, highly leveraged situations and buyouts, typically assisting in raising the capital necessary to complete these transactions.

  • Recapitalizations
  • LBO/MBO
  • Leveraged Acquisitions
  • Partner Take-outs
03

Joint Ventures & Partnerships

We assist clients in structuring joint ventures that create effective mechanisms to share risk, combine resources and knowledge, enter new markets and achieve scale without sacrificing control.

  • Real Estate JVs
  • Project Ventures
  • Strategic Partnerships
  • SPVs
04

Special Situations

We have extensive experience creating customized solutions for family and estate objectives, partner take-outs, distressed situations, and cross-border transactions.

  • Family Transactions
  • Distressed M&A
  • Cross-Border
  • Private Defense

Why Choose Hybrid Capital for M&A

Executing an M&A transaction while running a business is demanding. We augment your team with experienced transaction professionals who manage investor or seller outreach, communications, and process execution—allowing you to stay focused on operating the company.

01

Strategic Research & Target Identification

Leveraging robust research capabilities, proprietary databases, and an extensive network, we identify the investors or sellers that best match your criteria. Our targeted approach ensures the market is effectively cleared, giving you confidence that the right opportunities are being pursued.

02

Positioning & Pre-Process Preparation

We prepare high-quality marketing materials, develop clear financial projections, and craft compelling positioning strategies. Whether you're approaching investors or sellers, we ensure you enter the market fully prepared, instilling early confidence and facilitating smoother diligence.

03

Execution Leverage

Senior bankers lead all outreach and interactions—from initial qualification through meetings, diligence, and negotiations. You benefit from seasoned execution leadership that maintains momentum and keeps the process tightly managed.

04

Controlling Competition & Maximizing Opportunity

We design processes that attract multiple high-quality counterparties, creating competitive tension that strengthens your negotiating leverage. Our goal is to maximize value and ensure you have the strongest set of options at every stage of the transaction.

05

Negotiation & Structuring Expertise

With deep experience across both buy-side and sell-side transactions, we help shape terms and deal structures that align interests and drive successful outcomes. We provide clear guidance on how to approach key terms so you can make informed, value-driven decisions.

06

Diligence Organization & Closing Support

We oversee the project plan, data room management, information flow, team responsibilities, and final document negotiations. Our disciplined, process-driven approach ensures diligence is efficient and closing is smooth, organized, and successful.

Our Process

A focused, disciplined approach designed to maximize valuation, competition, and certainty of execution.

01

Strategic Alignment

We start by understanding your objectives, market position, and timing needs. This ensures the entire process is built around your goals, with senior-level attention guiding every step.

02

Preparation and Positioning

We refine your narrative, build high quality materials, and prepare you for buyer or investor engagement. Clear positioning increases credibility, accelerates diligence, and attracts stronger interest.

03

Market Outreach and Negotiation

Through a structured outreach process, we identify the right buyers or investors and bring qualified groups to the table simultaneously. This creates real competition and strengthens your leverage during negotiations.

04

Diligence Management and Closing

We coordinate diligence, communication, and all transaction workstreams. Our team keeps the process organized, works closely with legal and accounting advisors, and drives the deal to a smooth, timely closing.

Let's Talk

Confidential consultation to discuss your M&A objectives.