Case Studies

Founding family takes $35+ million dividend, regains 100% ownership, Eliminates personal guarantee

Bridgepoint Investment Banking was selected by our client as its exclusive investment bank based on deep capital markets connections, as well as our leading middle market leveraged finance and debt syndication capabilities. 

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Founding family had two failed LOIs, hired Bridgepoint to get the job done

Bridgepoint was selected by our client as it’s exclusive sell-side M&A investment bank and advisor in the sale of its 40-year family company. The company had been attempting to sell to various acquirors for three years, but could never get a deal over the finish line. 

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Management team had $3mm, but they needed $30mm to buy the company

Bridgepoint was approached by a seasoned management team who had identified a company in their sector they wanted to acquiror. They had the company under letter of intent, but were 90% short on the capital required to service the purchase price. 

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Founder finances next 5 years of growth, enjoys competitive capital advantage in sector

Bridgepoint Investment Banking was selected by our client  as its exclusive investment bank based on deep capital markets connections, as well as our leading middle market leveraged finance and debt syndication capabilities. 

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Founding family needed to time the market to achieve liquidity

The client, a second-generation family-owned company in a cyclical sector, approached Bridgepoint Investment Banking to “sell now”. Bridgepoint listened to the family, and after substantial upfront analysis and dialogue, ultimately offered them the “right advice” of waiting for a cycle peak in valuations. 

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