INVESTMENT BANKING MADE EASY
OUR SERVICES
Victory Partners is a full-service investment bank offering wall street sophistication to main street clients with a SEAL-team approach to maximize results. We offer M&A advisory, debt restructuring, capital raising, and custom specialized services. We do not turn down clients who need assistance and work diligently to create a favorable outcome.
SELL-SIDE SERVICES
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When trying to grow your firm at a rapid rate, a large lump sum of capital may be required. With our wealth of connections, we can find organizations / individuals who are capable in investing in your business and believe in the future of your company.
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To prepare your business for potential investors, we can prepare sophisticated pitch books to bring clarity to your business so potential investors are well informed and inclined to make an offer that is beneficial to both parties.
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Our professionals can value your business and identify where you can drive revenue for your business, financial and non-financial.
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Our detailed-oriented individuals will prepare financial data, and through due diligence, create an offering memorandum that will be ready for distribution to potential investors.
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We will be proactive with due diligence to ensure that your buyers have all the documents they need in a timely fashion and assist you with getting the right documents to your buyer. This is important to create a smooth transaction before going out to sell your business.
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Businesses may be faced with challenges stemming from internal management issues, lack of vision to grow, or unpredictable systematic market downturns. We will help you understand and navigate these hurdles to achieve unparalleled results and turnaround your business. Our experience, resources, network, and SEAL-Team approach are second to none when expedient action is required by shareholders, investors, and management teams to stave-off problems, preserve value, and protect personal economic interests.
BUY-SIDE SERVICES
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Our team develops detailed, flexible models to identify drivers for revenue in a business and match them to business operations.
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We put high emphasis on coordinating with the seller in order to ensure all financial documents are submitted in a timely fashion and that documents are accurate and fairly represented to allow for identification of key metrics to ensure a proper deal was made.
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When using a growth-through-acquisition model, it is crucial to have good representation for identifying prospective targets, proper initial conversation, negotiating terms of agreement, and raising capital for the acquisition. Victory Partners has years of experience in a wide variety of industries to help with the full process.
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We have partnering accounting firms that assist with the QofE report. Our long-lasting relationships will be beneficial so that you know the accounting firm of choice is giving a proper fair valuation for your business acquisition.
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Financing is important to a business’ strategic objectives. To ensure that the proper method of financing is in place, we offer the best advice to take your help with your objectives by developing a plan on the path to achieve these goals. We want you to succeed and we offer specialized solutions that are tailored to each company which will bring you the most value in the long haul. Our long standing relationships ensure that you will receive the financing based on the plan we create for you and will assist you fully through its execution.
TRANSACTION CRITERIA
COMPETITIVE ADVANTAGE
ENTREPRENEURS as OWNERS! A diverse team of accomplished, seasoned professionals as principals that can boast its bankers having enjoyed both entrepreneurial accomplishments and Fortune 500 senior-level management outside of investment banking.
Bulge bracket advisory expertise in both corporate and real estate mergers & acquisitions, as well as capital raising, accessible to the middle market at a fraction of the cost.
Stringent client selection criteria to ensure optimal allocation of firm resources; our clients are as unique as we are!
Victory Partners is singularly focused on client needs and objectives, customizing each engagement to achieve the desired outcome. Victory Partners assists in the strategic planning efforts with our clients to create unique, value-added initiatives they might otherwise have overlooked or de-prioritized.
Our marketplace is widely faceted; few solid firms exist with the sophistication and experience necessary to provide comprehensive investment banking advisory services to middle market companies.
M&A SYMPOSIUM
Each year, our firm hosts this event alternating between Baltimore/Washington, DC and Dallas, Texas, inviting noted professionals from all disciplines of the mergers and acquisitions arena to assist companies in answering complex questions that occur every day in one’s business.
Our symposium is highly interactive, driven by audience preparedness and participation. Borrowing from Socrates, our firm develops a unique case study that is sent out in advance of the event, and no one is unsusceptible to questions from the panel or moderator. Likewise, all questions from the audience are fair game.
Our focus is simple. We want to educate our entrepreneurial friends on the do’s and don’ts of capitalizing a business, creating the business’s sustainable strategy, creating a succession plan, granting equity or options to key individuals, developing corporate governance plans, entering into partnerships or alliances that can be restrictive, targeting, financing, and closing acquisitions, developing a sound exit strategy, buying-out minority partners, dealing with and managing investor relationships, managing bank relationships, dealing with key customer accounts, and dealing with important vendor relationships….all with the intent to create an ultimate liquidity event that works for all of the company’s stakeholders. Everyone goes home a winner!
REAL ESTATE RESTRUCTURING & ADVISORY PRACTICE
Real Estate Company-Owner Advisory Services
Victory Partners strives to create and foster an environment of improved trust and communication. Designing a comprehensive solution can be crafted, enabling management and ownership to protect stakeholder value.
Our Services include:
Business plan preparation and analysis
Analysis of refinancing alternatives and capital solutions
Liquidity management and preparation of financial projections
Contingency planning and analytical support for in-court and out-of-court negotiations
Expert testimony, including support of plan assumptions, use of cash collateral and §363 asset dispositions
Marketing, management, and administration of §363 asset sales
Secured Lender/Special Servicer Advisory Services
Victory Partners offers secured lenders a broad range of strategic and technical skills, hands-on experience, and the ability to apply advanced analytic tools to the unique demands of each situation. Our reputation for technical excellence, in-depth analytics, and practical objectivity all are critically important to winning acceptance of our recommendations and opinions.
Regardless of the ultimate resolution, Victory Partners provides decision-makers with reasoned and documented analyses regarding all viable alternatives and helps clients identify and pursue strategies that maximize recovery.
Our Services include:
Business plan review and diagnostics
Liquidity assessment and cash flow analysis
Operational performance review
Strategic alternatives and exit strategy formulation and analysis
Plan negotiation
Marketing, management, and administration of §363 asset sales
Expert testimony, including cram-down interest rate and plan feasibility
Watch-list advisory for secured lenders and special servicers
Debt/REO Acquisitions & Dispositions
Victory Partners provides buyers and sellers of distressed debt with services designed to maximize their return on investment. We also assist lenders and borrowers to prepare for recapitalization and loan sales to meet regulatory, capital ratio, cash requirements, and other objectives.
For buyers, services include:
Due diligence on loan documents, markets and collateral value, and servicing histories
Asset summary reviews and valuation
Cash flow and servicing cost analyses
Loan resolution/asset management strategies
Pricing and yield analyses
Set An Appointment
In order for us to provide you with services that are tailored to your needs, we encourage you to schedule a meeting.