Services
Buy & Sell Side Advisory | Capital Markets Advisory | Valuation Analysis | Corporate Strategy Review
Bass Advisory Group provides investment banking consultancy and corporate strategy services to the lower-middle market. Services include corporate strategy review, valuation analysis, investment analysis, buy- and sell-side advisory services, and capital markets advisory. Clients include individuals, families, and small- to mid-sized public and private businesses.
Buy Side Advisory
Bass Advisory Group provides buy-side advisory services to investor groups and corporations that need assistance in locating and acquiring businesses that match a client's custom acquisition criteria. Using our network of relationships, knowledge, and resources, we identify potential targets and allow buyers to pursue their goal of buying a business that most closely matches their desired objective.
Sell Side Advisory
Bass Advisory Group provides sell-side advisory services designed to achieve a business owner’s transaction objectives. The life cycle of sell-side advisory services includes a strategic review, operational and financial preparation, business marketing, and closing advisory services. Bass Advisory Group will work to maximize financial value while minimizing the emotional toll that selling a business can have on an owner.
Capital Markets Advisory
With deep experience in raising all types of capital, Bass Advisory Group’s relentless pursuit of finding and funding capital sources for different business needs includes debt securities in the traditional and alternative lending spaces, hybrid, and equity securities.
Valuation Analysis
Bass Advisory Group provides extensive and goal-oriented valuation analysis services for a wide range of purposes, including the buy- or sell-side merger & acquisition processes, multi-generational planning purposes, the bank financing or alternative investment process, or for any other related reason.
Corporate Strategy Review
Having run corporate strategy in a myriad of situations, Bass Advisory Group has expertise in assessing a business situation or problem and coming up with a creative solution on how to maximize value and efficiently minimize friction. Corporate strategy solutions can be a complement to a buy-side sale process (how to maximize value post-acquisition), turnaround management, or strategic growth improvement.
