The Mentor Group Experienced and Accountable Senior Professionals 818-991-4150
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Investment Banking

We provide investment banking services through Mentor Securities LLC, a preeminent middle market investment bank dedicated to providing the highest quality, step-by-step advice to help you maximize value and successfully complete a transaction.

Mergers & Acquisitions

  • Bankruptcy Code 363 sale
  • Buy-Side search
  • Sell-Side representation
  • Corporate rollup and merger
  • Executive Team
    • Access to proprietary opportunities
    • Industry expertise
  • Joint Venture

Corporate Finance

  • Capital structure analysis
  • Debt restructuring
  • ESOP
  • Growth Capital (Debt / Equity)
  • Mezzanine / Bridge funding
  • Recapitalization

Corporate Advisory

  • Board representation
  • Industry market intelligence
  • Management buyout
  • Operating executives
  • Strategic alternative analysis
  • Transaction structuring

Valuations

  • Business
  • Cost segregations
  • Court testimony
  • Divestiture
  • ESOP
  • Fairness opinion
  • Intellectual property
  • Joint Venture / Strategic Alliance
  • Real Estate / Equipment Appraisal
  • Solvency opinion

Example of Client Results Achieved

Due Diligence

Client: Oil and gas producer.
Issues: Outside due diligence package for investment bank selling partnership interests.
Result: Coordinated investigation report on management and geological details into our due diligence report. Provided complete review and interpretation of prior drilling projects, as well as private placement for new partnerships. Included financial viability analysis of the producer, both historical and pro-forma.

Management Consulting

Client: Well-established short run/high electrical component manufacturer specializing in high reliability parts to the defense, aerospace and commercial power industries.
Issues: With post Cold War slowdown in defense spending, the company was slow to adjust its cost structure in response to reduced revenues. This created major credit problems with the company’s foreign owned bank.
Result: TMG management and financial consultants assumed temporary financial/operating management roles. A new bank was selected who better understood the client’s industry and business cycle. Simultaneously, TMG management consultants help streamline and update firm’s manufacturing and accounting practices. The company returned to profitability.

Financial Management

Client: Nationwide retailer of self-serve gasoline, diesel, automotive and convenience products with over 500 locations.
Issues: Cash collection and centralization was inefficient and unreliable due to location managers lax cash deposit and reporting procedures to headquarters by phone.
Result: TMG management consultants designed a centralized call center staffed by three operators, who initiated calls to each store location daily. Deposit information was keyed into a custom designed computer data base formatted for daily transmission to the concentration bank. The bank created automated clearing house (ACH) debit checks each night to transfer funds from every remote bank account. The net corporate savings in accelerated cash flow (after system costs) exceeded $100,000 per year.

Recapitalization

Client: Project Specialty Food, one of the largest food distributors in Western U.S.
Issues: This private, closely-held family business sought to obtain liquidity for the retiring shareholders while allowing management to increase their ownership stake.
Result: We structured a sale of the business in the form of a leveraged recapitalization that allowed selling shareholders to receive substantial cash consideration for their shares, while providing growth capital for the business. Deal allowed family and non-family management members to increase their ownership stake from 5 percent to 60 percent.

Debt Raise

Client: Project Specialty Food, one of the largest food distributors in Western U.S.
Issues: This company sought to refinance existing acquisition indebtedness and secure growth capital in a difficult economy while earnings growth slowed. The incumbent lender had issued a demand for payment for its loan, due in 45 days from the date we were hired.
Result: We secured senior cash flow credit facilities of $5 million from a highly-regarded U.S. institution. We also removed the daily and monthly receivables reporting requirement, as well as borrowing base certificate requirement. The interest rates under the new credit facilities were 50 percent lower than previous rates. Transaction completed within 30 days.

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200 N. Westlake Blvd, Ste 204
Westlake Village, CA 91362
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