AllianceOne Enterprises (AOE) is a boutique investment banking and financial advisory firm providing a selection of services primarily to lower-to middle market enterprises throughout the United States. AOE’s principals are well-seasoned professionals whose backgrounds include business owners/operators and sellers, as well as backgrounds in investment banking, private equity and family offices.
Our goal in every engagement is providing independent and objective counsel and finding the right strategic partner(s) for your company. AOE’s services include the following
Sell-Side Advisory
Buy-Side Advisory
Partnership Ventures
Building Block Offerings
Equity/Debt/Hybrid
Private Placements Only
Enterprise Staging
Collaborative Efforts
Multiple Elements
Strategic Transactions
Since 1983, the principals of AOE have been providing independent and objective counsel to enterprise owners regarding mergers, acquisitions and divestitures. With our unique complementary professional backgrounds as business owners and bankers, we understand and can articulate the enterprise ownership paradigm.
AOE is highly selective in our client representation, as such, we vet every prospective project to ascertain our ability to add value and produce a successful result. We are very focused, process-oriented and highly communicative. Private business with enterprise values between $10 million and $100 million represent the vast majority of our clientele; however, we have assisted select public companies in the past.
SELL-SIDE ADVISORY
In terms of corporate divestitures, AOE provides this summary outline of our services. For a more comprehensive list of our start-to-finish participation and strategic transaction services, please contact us.
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Exit Strategy Development/Understanding
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Corporate Analysis
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Valuation
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Create Key Documents To Go To The Market/Protect Confidentiality
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Target (Buyer) Identification
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Transaction Initiation
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Letter of Intent
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Due Diligence
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Transaction Structuring/Coordination
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Post-Closing Activities
BUY-SIDE ADVISORY
AllianceOne Enterprises works with private companies, alternative asset managers (private equity, family offices, venture capital) and high net worth individuals with targeted acquisitions. These transactions include both market entry vehicles and add-ons/bolt-ons. We have access to a number of proprietary databases that allow us to uncover compelling opportunities.
As prior business owners, AOE can convey to target companies the value add of such an affiliation and how the right strategic partner can significantly accelerate the growth of a company by providing financial and intellectual capital, as well as other resources.
Corporate Financing
AllianceOne Enterprises has direct access to a variety of institutional and entrepreneurial sources of funds, which makes the capitalization process efficient and expedient. These funding sources include well-respected investors as well as sector-specific asset managers and executives. Given our experience in working with lower to middle market companies in financings, AOE’s professionals believe in “building-block offerings”, that is financing the growth of its clients over time through a series of well-timed, well-structured, private placements. AllianceOne Enterprises targets $3 million to $10 million offerings involving equity, debt and hybrid securities.
As it relates to capital raising activities, AllianceOne Enterprises provides this summary outline of our services. For a more comprehensive list of corporate finance services, please contact us.
- Developing Strategic/Capital Plans That Sell All Stakeholders
- Building Company’s Story/Brand – Highlighting Unique Attributes
- Designing Effective Presentations Tailored To Appropriate Audiences
- Establishing Corporate Valuation That Is Attractive To All Parties
- Structuring A Transaction That Promotes Long-Term Viability
- Identifying/Garnering Key Institutional Investors/Strategic Partners
- Post-Capitalization Monitoring and Planning
Next Phase Planning
Educating enterprise owners on various strategic options
AllianceOne Enterprises’ primary objective is maximizing and optimizing our corporate clients’ long-term shareholder value. Our first priority is to understand the client’s goals, objectives, operating style and all relevant quantitative and qualitative elements. Then, using our financial advisory expertise, industry experiences, and investment banking backgrounds, in conjunction with comprehensive analyses of the enterprise, its markets, competition, financials and regulatory environment, AllianceOne Enterprises can provide the most cost-effective and value-added service.
Through our integrated “team” approach, we have developed a partnership with clients that helps them creatively deal with the dynamics of the business environment.