Mavros
The Mavros reception lobby with a backlit circular feature wall and lounge seating
Global Advisory · Investment Banking

Investment Banking

Delivering world-class strategic and corporate advice across M&A, capital raising, capital markets advisory & shareholder advisory to public and private companies, family-owned businesses, entrepreneurs, financial sponsors, governments, and private funds.

A relentless partner helping clients define and execute their M&A, strategic and financing goals.

By combining our integrated platform and global relationships, we offer the coverage and execution of the largest banks while delivering tailored, dedicated expert advice across an expansive array of capabilities and solutions.

Core competencies

More Than An Imminent Transaction

We are committed to establishing long-term relationships and providing advice to a variety of individuals and businesses — embracing complex challenges and the opportunity to collaborate with our clients to solve them.

01

Mergers & Acquisitions

Strategic and tactical advice in connection with executing global transactions that include mergers, company sales, acquisitions, leveraged buyouts, joint ventures, corporate defense, spin-offs, divestitures and others while optimizing their tax, accounting and other deal objectives.

02

Capital Markets

Financial and structuring advice in connection with capital raising alternatives incorporating debt, equity, and hybrid capital, including IPOs, follow-on offerings, SPACs, rights issues, block trades, accelerated book buildings, refinancings, bonds, and access to alternative and structured finance solutions.

03

Fund Advisory

Mavros provides solutions to address the liquidity needs of alternative asset managers and their limited partners across private equity, private credit, infrastructure, venture, and real estate, with a specialization in transactions related to GP-led secondaries, GP advisory, and fund secondaries.

04

Financial and Valuation Advisory

We assist financial executives, boards of directors, special committees, investors, and business owners with portfolio valuation and fund advisory, transaction opinions, corporate valuation advisory services, transaction advisory services, real estate valuation and advisory, and dispute resolution advisory.

How we work

A Dedicated Approach To
A Life Changing Event

DT
David Taylor · Founder & CEO
Thompson Erby Manufacturing
Sector
Manufacturing
Region
North America
EBITDA
$5M–$10M
MV
Senior Banker
Coverage Team
Curated Process
Mavros Network
Mavros
200+ Qualified Buyers
45+ NDAs Executed
20+ Management Meetings
5–8 Offers Received
Sector expertise

Deep Coverage Across Sectors

We sit on the same side of the table as our clients dedicated to delivering best in class deep sector expertise and transaction execution across all competencies.

01

Tech, Media & Telecom

  • Software
  • Internet
  • Semiconductors
  • Hardware
  • Communications Technology
  • Information Services
  • Media & Telecom
02

Healthcare

  • Biotechnology
  • Diagnostics
  • Life Sciences
  • Healthcare Info Tech
  • Healthcare Services
  • Medical Devices
  • Pharmaceuticals
03

Industrial

  • Aerospace & Defense
  • Automotive
  • Engineering & Construction
  • Business Services
  • Capital Goods
  • Diversified Industrials
  • Industrial Technology
04

Consumer & Retail

  • Apparel
  • Beauty & Personal Care
  • Convenience Stores
  • Food & Beverage
  • Department Stores
  • Pet Food & Services
  • Restaurants
05

Financial Institutions

  • Private Equity Firms
  • RIAs
  • Pension Funds
  • Sovereign Wealth Funds
  • Family Offices
  • Other Alternative Asset Investors
06

Real Estate

  • Real Estate Investment Trusts
  • Hotel & Gaming Companies
  • Retailers
  • Hotels & Golf Courses
  • Shopping Centers
  • Office Buildings
07

Energy

  • ESG
  • Energy Technology
  • Renewables
  • Infrastructure
  • Refining & Petrochemicals
  • Utilities
08

Sports Ownership

  • Control Owner Major League
  • Control Owner Emerging League
  • GP of Sports Fund Vehicle
  • Passive Investor in Sports Fund
  • LP in Major League
  • LP in Emerging League
Mergers & acquisitions

The Modern Approach To Buying & Selling Businesses.

We advise on and execute every type of M&A transaction, on either side, as well as bespoke strategic assignments such as joint ventures and partnerships. We tailor the best strategy and timing in order to achieve the best possible results.

01

Sell-Side

Our investment bankers will execute your transaction with the utmost skill and tenacity, resulting in faster closing times, higher probability of close & market-leading multiples.

02

Buy-Side

Expert negotiation for our clients. We manage a process that will help you identify, approach & negotiate with potential middle-market targets that meet your criteria.

03

Special Situations

Our special situations advisory experts help companies leverage the processes of traditional M&A and capital raising to create solutions for their most complex challenges.

Sell-side & buy-side

Detailed Coverage On Both Sides Of Every Deal.

Sell-SideProcess
  1. 01

    Overall Sell-Side Advisory

    Maximize shareholder value, enhance credibility, increase deal value, manage stranded costs and minimize disruption.

  2. 02

    Operational Assessment

    Evaluating the efficiency of the organization while defining the business being divested and identifying value creation opportunities.

  3. 03

    Portfolio Strategy

    Identify business units positioned for growth to align with corporate strategy, along with identifying carve-out or sell candidates.

  4. 04

    Functional Assessment

    Deep-dive advisory services on finance, human resources, IT, logistics, manufacturing, procurement & sales and marketing.

  5. 05

    Commercial Assessment

    Articulate the value of the business relative to competitors & shape the commercial narrative and inputs for sales materials.

  6. 06

    Transaction Readiness

    Crafting the confidential information memorandum (CIM), finding engaged buyers & handling incoming inquiries.

Buy-SideProcess
  1. 01

    Strategy & Portfolio

    Portfolio & strategic assessments, deal structuring, digital transformation, pricing & product strategy.

  2. 02

    Market & Target Research

    Thorough market and sector analysis and target identification based on investment strategy, capital and vision.

  3. 03

    Valuation & Business Model

    Regulatory valuation, modeling and decision tools, value and impact studies to ensure growth and sustainability.

  4. 04

    Business Diligence

    Enterprise diligence, including financial & accounting, HR, commercial, tax, tech and operations.

  5. 05

    Finance & Accounting

    Financing advisory, purchase accounting, opening balance sheet, pro formas, GAAP alignment.

  6. 06

    Structuring

    Tax planning, tax structuring and related accounting tax implications for acquisitions and add-ons.

  7. 07

    Portfolio Co Value Creation

    Growth and EBITDA value levers using data science, AI, operational and technology capabilities.

  8. 08

    M&A Integration

    Enterprise and functional integration, roadmap for value capture, culture alignment, organizational design.

  9. 09

    Closing & Dispute Support

    Sophisticated purchase agreement advice, closing statement review and dispute resolution management.

Capital markets

Global Investor Access

We advise companies from inception and beyond on their strategic, capital raising and liquidity needs through to exit via IPO or M&A. We also advise financial sponsors and venture and growth funds on continuation vehicles, follow-on capital, achieving partial liquidity and optimizing performance through solutions in the private markets.

01

Growth Equity

A trusted adviser to growth companies for their entire journey, from late-stage fundraising through to exit via IPO or M&A.

A relentless approach to advising clients on timing, valuation, the right investors, optimizing exit, shareholder liquidity needs, debt financing and readying the business for eventual public-market investors. The team is global and multi-disciplinary — with a network spanning VC, founder, strategy, family office, M&A and equity capital markets — and works alongside our sector bankers, M&A teams and IPO bankers to support you along the way.

02

Minority Equity

Advising founders, corporates and financial sponsors on securing investment from the private markets.

Assisting companies and financial sponsors raise equity capital from private-market investors. By securing investment for a minority equity stake, our clients can fund a variety of strategic objectives while retaining controlling ownership of their business. As a family-owned business, we understand founder challenges and always partner our clients with investors who, like us, take a longer view.

03

GP Solutions

Advising managers of private assets on a full range of liquidity, follow-on capital and recapitalization solutions.

Advising managers of private assets — including private equity, growth equity and venture capital, real estate, infrastructure and private debt — on a full range of liquidity, follow-on capital and recapitalization solutions, including strategic GP advisory, continuation vehicles and GP-led transactions, recapitalizations of funds and joint ventures, follow-on equity raises, financings at fund or management-company level, management-company stake sales, and portfolio liquidity solutions.

Considering a transaction?

A confidential conversation with a senior banker is the best place to start.

Securities are offered through Finalis Securities LLC, Member FINRA/SIPC. Mavros Partners LLC and Finalis Securities LLC are separate, unaffiliated entities. See our disclosures.