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The folks serving middle-market companies over at Robertson &
Foley call themselves "financial engineers" who work with clients
through the different steps of their transactions up to
completion. The firm's clients are typically privately held
and have annual sales of between $10 and $200 million.
Robertson & Foley is a Carolinas member of the Alliance of
Merger & Acquisition Advisors which has some 100 members around
the world, giving R&F a unique global reach.
Menu of services
The firm divides its work into four departments: business
transfers, business valuations, capital raises and management
buyouts. Within its business transfers department, R&F
offers seven "transfer channels," or methods of transferring their
business, that owners can select. Those channels are
employees, charitable trusts, family, co-owners, outside-retire
(where an owner can pass his business on to an outsider and then
retire), outside-continue and going public.
The company's business valuation unit can be used by owners who
wish to determine their business' market, economic, fair market,
fair or collateral value for secured lending, legal and tax
purposes. Meanwhile, Robertson's capital raises department
helps creates capital for companies for a range of scenarios and
situations, secured lending, mezzanine capital, private equity and
other private capital types.
The firm's management buyout department manages both leveraged and
equity sponsored buyouts for its clients. For leveraged
buyout deals, R&F uses the equity and debt from the management
of a firm to pay for the buyout. In an equity sponsored buy
out transaction, that ultimately gives less ownership to managers,
more conservative forms of obtaining capital are typically