Investment Banking


As an exclusive advisor, CEA seeks to serve privately-held companies, including profitable family-owned and operated companies and family offices.

CEA’s investment banking services are typically secured with a transaction in mind, but they can be obtained in conjunction with CEA’s corporate advisory services which include business development, financial advisory services and strategic advisory services.

Investment banking services focus primarily on the private placement of capital in private entities.  All financings require preparation and thorough process management, and CEA works closely with its clients to intelligently analyze a need or opportunity. 

Investment banking services can involve

  • Turning obstacles into opportunities
  • The buying or selling of business units
    or companies
  • Financing a strategy for underutilized assets as well as merger and acquisition activities and joint ventures
  • Financing short-term M&A activities
  • Financing long-term M&A activities
  • Evaluating growth strategies
  • Exploring and planning buyout scenarios such as family buyouts, leveraged buyouts or management buyouts
  • Exploring estate planning options
  • Exploring tax planning scenarios
  • Opportunities for consolidating or deconsolidating
  • Impacts of consolidating or deconsolidating
  • Opportunities for investing or divesting
  • Impacts of investing or divesting
  • Opportunities for privatization
  • Impacts of privatization
  • Opportunities for refinancing
  • Impacts of refinancing
  • Opportunities for recapitalizing shareholders
  • Impacts of recapitalizing shareholders

And any other capital raising or problem solving scenario you can think of…


CEA represents clients and securities transactions through CEA Atlantic Advisors, LLC, a FINRA regulated entity and a member of SIPC.

KNOW YOUR OPTIONS – To learn more about how CEA can serve your company as it explores one or more transactions, please contact any member of our team.