Corporate Advisory Services and Investment Banking

Know Your Options

In considering Business Development, Financial Advisory Services, Investment Banking or Strategic Advisory Services, CEA believes you should KNOW YOUR OPTIONS.

The goal of any good business endeavor demands the right combination of vision and focus through practical strategies and realistic tactics.  Put CEA’s first hand experience and relationships to work exploring, planning and executing for you.

Every business is a derivative of something, and when you’ve been around as long as CEA, you’ve seen it all. 
If hindsight is 20 / 20, CEA has laser vision.

What’s next for you and your company?  

  • Don’t wait for opportunities to come to you, let CEA help you create them.
  • Real financial engineering, value creation and problem solving requires the KNOW HOW and CAN DO
    of CEA.

Have you considered planning and executing a financial strategy?

There are many reasons to consider a financing.
  • Financing capital needs for various market, product or service growth
  • Refinancing and monetizing shareholders and capital instruments
  • Financing acquisitions
  • Financing the fulfillment of joint venture or
    partnership obligations
  • Financing a succession plan that may involve a sale through leveraged management or family buyouts

Do you know what financing, sale or acquisition options may be a good fit for
you and your investors?

CEA matches capital needs with capital sources.
  • Strategic investors
  • Venture
  • Family offices
  • Private equity
  • Pockets of strategic investment capital
  • Silent or active minority or majority investors

CEA operates on intelligent analysis which involves… a macro and micro assessment of your business with broad but focused analysis of necessary elements:

Macro

Micro

- Varying geopolitical and economic climates

  • Local – state – regional – national –
    multinational – continental – global

- The dynamics of continuous industry and
  company cycles

  • Growth – consolidation – interruption – deconsolidation
  • New technology – new business model – new industry
  • Old technology – new business model – new industry

- Recession indicators

- Looming bubbles

- Ease and timing of achieving scale 

- Personalities and motivations of clients,
  investors or potential targets

- Financials

- Performance outlook

- Business development pipeline

- Corporate structure

- Accounting, legal and tax strategy

- Competitor landscape

Micro

- Varying geopolitical and economic climates

  • Local – state – regional – national –
    multinational – continental – global

- The dynamics of continuous industry and
  company cycles

  • Growth – consolidation – interruption – deconsolidation
  • New technology – new business model – new industry
  • Old technology – new business model – new industry

- Recession indicators

- Looming bubbles

- Ease and timing of achieving scale 

Macro

- Personalities and motivations of clients,
  investors or potential targets

- Financials

- Performance outlook

- Business development pipeline

- Corporate structure

- Accounting, legal and tax strategy

- Competitor landscape

It is not enough to simply review a company’s business pipeline or set of financials.  With so many moving parts to businesses today, as you operate amidst a constantly changing global economy, it’s critical that not a single element be overlooked.