a focus on transaction-oriented corporate finance advisory services, SJH assists clients in connection with mergers, acquisitions,
restructurings, divestitures and private placements, in addition
to other independent investment, corporate finance and strategic
planning services. Typical financial transactions fall into one of
the following categories.
MERGERS, ACQUISITIONS &
Mergers - SJH
represents private and public companies in merger transactions
encompassing a spectrum of requirements, from research and
valuations to negotiations of definitive agreements. Although SJH
typically acts as exclusive advisor to its clients, in specific
instances SJH will represent several groups in the capacity as
third party mediator.
Acquisitions - SJH advises
clients on acquisition strategies, supported by predetermined
search criteria in lieu of strategic frameworks, and exclusively
negotiate asset and stock purchase agreements. Building on a broad
range of industry contacts and relationships, extensive databases
and effective search concepts, SJH will quickly identify acquisition
targets that are synergistic to clients' current activities.
Working with its clients' professional accountants and attorney's,
SJH will confidentially approach owners of the desirous assets and actively
negotiate all applicable documents from the letter of intent stage
through the definitive agreement.
Sales and Divestitures - SJH will
advise sellers of specific assets and companies on an exclusive
basis. SJH will prepare in-depth valuations, generate descriptive
memoranda, research the market place for the most logical buyers,
discreetly approach identified targets and proactively negotiate
all business aspects of the transaction documents, including
letters of intent and definitive asset or stock purchase
agreements, working with its clients' respective legal and tax
SJH corporate finance advisory services are primarily
responsible for initiating, developing and maintaining investment
banking relationships with clients throughout the island of Puerto Rico and the Caribbean. SJH corporate finance advisory services primarily
consist of performing complex financial analysis and modeling
services to support financial valuations, fairness opinions and in
support of the SJH's related investment banking services.
Valuations and Fairness Opinions
- SJH will provide owners, controlling shareholders and management with
independent fairness opinions and third party custom valuations. SJH will
utilize proven financial methodologies that derive value, and
incorporate cross functional reviews of relevant markets,
operational capabilities and financial strengths and weaknesses.
FINANCING & RECAPITALIZATIONS
Bank and Mezzanine Financing -
SJH assists clients with its capital structuring and restructuring needs, and acts as an advisor to introduce and
exclusively negotiate alternative senior and subordinate debt
financings with single or multiple financial institutions.
Equity Financing - SJH represents companies in procuring institutional or private
equity financing through numerous sources including buyout funds,
merchant banks, industry specific funds, private equity funds and
institutional investors. With extensive contacts and relationships,
SJH will reach the most logical and attractive investment organizations
based on a range of investment criteria.
SJH's investment banking professionals focused on capital raising in the
private equity and debt markets. SJH will work closely to assist clients in raising private
capital throughout the company's capital structure. Clients range
from pre-IPO companies to well-established corporations across many
SJH employs a corporate finance driven approach to valuing,
structuring, marketing, and placing minority and majority private
equity, bridge, and mezzanine capital. SJH has experience in
identifying sources, establishing structures, and placing the
addition, the SJH has experience utilizing a variety of financing
techniques, including securitizations, project financings,
sale-leasebacks, and mezzanine structures.