Edwards Investment Banking
Benjamin F. Edwards (Edwards) Investment Banking group is an established and growing middle-market mergers and acquisitions (M&A) and capital raising financial advisory practice. The Investment Banking team focuses on advising clients primarily in the consumer, services and industrial sectors. Our team has a highly successful record of selling companies and providing guidance on capital requirements, structure and availability.
OUR INVESTMENT BANKING TEAM
Doug Rubenstein, Executive Vice President, Chief Operating Officer & Director of Capital Markets
Email Doug
314-480-1010
Ben Holman, Managing Director and Co-Head of Investment Banking
Email Ben
314-326-4460
Philip Metzger, Director – Investment Banking
Email Philip
314-480-1014
Shelby Schagrin, Managing Director and Co-Head of Investment Banking
Email Shelby
314-480-1032
Cal Gaynor, Investment Banking Associate
Email Cal
314-480-3625
Peter Bukary, Analyst – Investment Banking
Email Peter
(314) 726-1600 (Ext. 1211)
CAPABILITIES AND SERVICES
The group’s senior investment bankers have over 100 years of collective investment banking experience providing a full range of M&A services and corporate finance advice to business owners and company leaders. Our approach is to understand the strategic and financial objectives of each client, and then structure the engagement to meet the client’s needs by providing the best solution.
The Edwards team excels at assisting our clients in evaluating strategic alternatives, planning and executing successful exit strategies and acquisitions, and providing impartial advice on sourcing required capital.
Selling Middle-Market Companies
Selling a business can be complex, but our experienced team of highly accomplished investment bankers successfully manages the transaction from engagement to completion. We are a creative and tenacious team that listens well, advocates for our clients and delivers results.
The Edwards investment banking team understands the selling process and provides senior leadership and involvement throughout the engagement. Our investment banking team has extensive experience in each key element of the selling process including:
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Reviewing client objectives and understanding the business in depth
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Presenting and positioning the business
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Targeting and approaching potential buyers
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Communicating with potential buyers
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Managing due diligence
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Negotiating optimal terms and agreements
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Closing the deal to achieve maximum value
Our years of experience in investment banking have shown us the importance of managing the ups and downs of each transaction. We maintain a positive and pragmatic perspective throughout the process, while upholding strict confidentiality. Our goal is to always meet or exceed client expectations.
Advising on Buying Companies
We advise business owners and senior leaders on potential acquisitions and related capital requirements. We develop a framework and approach for acquisitions, identify potential targets, contact prospects, perform informal market valuations and negotiate transactions for buyers.
In addition, when appropriate, we assist clients in locating the optimal type and structure of debt and/or equity capital to fund an acquisition.
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