Advisory Services
The professionals of Seidman & Co., Inc. have many years of experience in analyzing business operations and potential. It is from a foundation of such analysis that we assist in:
- Financial and Business Modeling
- Developing Growth Strategies with Related Cash Flow and Operating Projections
- Projecting and Monitoring Cash Flows in the Context of Loan Documents and Servicing
- Defining a Range of Appropriate Capitalization Structures
- Designing and Advising on Programs for Raising New Debt and Equity Capital
- Facilitating and Negotiating Corporate Debt Restructuring
- Advising on Merger/Acquisition Valuations, Strategy, and Tactics
Our goal is to help a client define and execute corporate financial programs in the manner which best reflects and achieves the objectives of the business and its shareholders.
Our advisory services include:
1. Corporate Financial Planning
We work with management to develop a corporate profile and strategic plan providing for the future direction of the business. This is provided along with supporting market, operating cash flow, and financing details. We provide continuous review of financing needs and strategy, including advice on changes in the financial markets and resulting funding opportunities. We continually evaluate a client's capital structure and financing options, taking into consideration company size, profitability, capital budgets, industry and business prospects, and the philosophy and goals of the principal owners and/or Board of Directors. Our analysis leads to recommendations for changes where needed and a strategy for implementing these changes.
2. Ownership Planning
For private, closely held companies, we assist business owners in planning and achieving their personal goals for their business. We assist in planning for orderly transition to succeeding generations, developing cross-buy structures, and recapitalizations. Recapitalization may be desirable for estate planning purposes or, in a different form, for ensuring insider control in closely-held public companies.
For publicly held companies, we advise on broadening public ownership and enhancing shareholder value.
3. Advising Corporate Management/Boards of Directors
Seidman & Co., Inc. advises Management and Boards of Directors on the advisability at any particular time of various financing strategies and options, including public debt and equity offerings. We assist with structuring debt and equity financing and, in the case of public offerings, finding and selecting the underwriter, negotiating, marketing the offering, and providing ongoing planning. Seidman also advises on merger/acquisition offers and tactics, corporate recapitalization, and corporate debt restructuring.
