What we do
M&A AND STRATEGIC ADVISORY
We design elegant solutions for complicated transactions. We have built a deep level of experience and expertise in mergers, acquisitions, divestitures, international transactions, business separation and defense initiatives. Each deal is unique, and every challenge is specific, which means every solution must be bespoke.
RESTRUCTURING
We’re proud of the long-standing industry relationships we have established over decades of diligent work. They’re what enable us to work effectively with companies, banks, bondholders, investors and other key constituents seeking both out-of-court and in-court restructuring solutions.
CORPORATE FINANCE ADVISORY
We do the work. We engage in rigorous analysis and provide a range of solutions, insights and recommendations for clients across a wide range of corporate finance opportunities, including capital structure, credit advisory, dividend policy, share repurchase alternatives, risk management and shareholder relations. We define our practice on our ability to transcend the role of transactional banker and earn our place as a trusted advisor.
INDUSTRY FOCUS AND REACH
We have executed transactions in virtually every industry, every sector and every vertical. We leverage our deep global network and strong professional relationships to design elegant solutions and drive successful outcomes.
CAPITAL MARKETS ADVISORY
We leverage decades of global capital markets experience across virtually every sector of the economy, providing clients with insightful, actionable, independent advice on key structuring and execution issues. Our team covers virtually any type of corporate finance, from IPOs and equity follow-on offerings to the full range of debt financing alternatives.
Transactions
July 2020
On its equity offering
March 2020
On its
acquisition of
March 2020
On its sale
of PolyVision to
January 2021
Exact Sciences on its acquisition of
October 2020
Exact Sciences on its acquisition of
October 2020
On its sale of common stock in a registered Direct Offering
Most firms have a mission. We have a manifesto.
Involvement Banking™ isn’t a slogan. And It isn’t a product. It’s a promise. It’s who we are. And how we do what we do. It means showing up. And seeing things through. It means ascending from the traditional role of transactional banker and earning our place as a trusted advisor. It means caring deeply about outcomes and being obsessively committed to results. It means putting together a team of people with exceptional skills, exceptional experience and exceptional integrity. It means following the math, rigorous analysis and impeccable consistency. It also means having the confidence to speak hard truths, the perspective to see things differently, and the global experience to navigate the complicated, the complex, the thorny and the downright messy. It means doing more than the diligence that is “due.” And offering more than what is required or expected. To be involved means spending the time and energy to get to know the people, as well as the company and the industry.
It means being ahead of the process dynamics because, quite frankly, we have been there before. It means being boots on the ground. In the room. Around the table. With our clients. Anywhere in the world. Any time. To provide counsel, insight, ideas and solutions. And it means being fully committed to every client we serve – from the family-owned business doing their first deal to some of the largest, most sophisticated multinational enterprises in the world. It is a persistent, always-on, super-intentional, purpose-led, people-first model built on the fundamental belief that the only way we can effectively serve our clients is to be deeply committed to contributing to our clients’ success. We are XMS. And this is Involvement Banking®.
