Connected to Your Goals

We understand the important balance between maximizing the value of your business while securing the future of the company, brand, your employees and your customers. We provide investment banking advisory services for business owners and their advisors, including wealth managers, attorneys and accountants, at critical inflection points, helping them realize the potential of years, or even a lifetime, of hard work. At such moments, nothing less than outstanding execution will do.

Investment Banking Services for Entrepreneurs, Founders & Family-owned Companies

Our deep industry experience and global relationships provide clients with a trusted resource that will work transparently, collaboratively and rigorously to help you achieve your goals. Whether pursuing the sale of your business or raising equity capital to fund growth, you will receive senior-level attention from a firm with a strong track record.

Partnered for Success

We navigate the process with you, providing tailored support and open communications, exploring all appropriate avenues and instilling confidence. We will also consider your unique situation in everything we do, from tax implications to potentially sensitive family and other interpersonal dynamics. As a partnership ourselves, we know that transparency and trust are fundamental to successful outcomes. It’s how we’ve built our business and how we’ll successfully transition yours.

A Trusted Advisor for Trusted Advisors

A strong team of advisors is necessary for a successful transaction – from investment banking to legal and tax. Lincoln has experience working with both global and regional firms and can identify specific individuals that have provided excellent service to past clients. This includes:

• Wealth Management and Planning: Collaborating with the appropriate wealth advisor is critical in preparing for and achieving a successful transaction as well as effectively protecting, diversifying and managing enhanced wealth.
• Accounting Services: Accounting firms perform numerous services in a process including preparing normalized financials, tax structuring and seller due diligence services.
• Legal Services: An M&A attorney is a vital participant in a sale whose role spans the entire process from drafting the confidentiality agreement and purchase agreement to negotiating terms.