Advisory Strategy
Transaction Types

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Transaction Types

Broadsword Partners acts in an advisory/consulting capacity by providing merger, acquisition and financial advisory services to small and medium sized companies throughout the US and Europe. BP assists the management of companies in analyzing and structuring a wide range of strategic and financial decisions for optimizing the client company's desired objectives.

BP professionals have experience advising companies in a variety of industries in the following types of transactions:

Mergers & Acquisitions and Sell Side Acquisition Services

BP assists and advises both buyers and sellers in a variety of value building M&A transactions including horizontal, vertical, market extension merger and product extension mergers.

Management Buy-in and Management Buyouts

BP consults and advises clients on the purchase of large, controlling interests in a company by an outside investor group that chooses to retain existing management. For management buyouts, Broadsword can assist incumbent management in leading a transaction by structuring and financing the purchase of their company from existing controlling shareholders.

Buy Side Acquisition Services

BP will help design, implement, and manage a company's acquisition program through a dedicated and focused acquisition search effort. BP will act as an "outsourced corporate development" function to achieve the client company's acquisition objectives. This is an efficient and highly cost-effective solution that will allow management the time to run their business while having a experienced, determined search process in progress.

Partnerships and Joint Ventures

BP can help companies design and create partnerships and agreements resulting in positive and beneficial business relationships between firms that add value to the project, partnership and business entities. Typically the outcome leads to future cooperation on additional value-adding projects.

Restructurings

BP can advise clients on renegotiating existing senior and subordinated credit facilities, restructuring unsecured creditor obligations, restructuring the equity base and renegotiating union contracts as a means of solving balance sheet problems and providing maximum recovery for all stakeholders both in and out of bankruptcy proceedings.

Divestitures

We help advise companies on the disposition of assets or investment by outright sale or liquidation, as well as employee purchase. We act as advisors on an exclusive sale basis for companies seeking to sell non-core businesses or non-strategic assets for full value.

Recapitalizations

BP can assist in the variation of a corporation's capital structure such as an exchange of debt for equity or debt for debt or replacement of preferred stock with debt to gain interest deductibility.

Financings

We can assist and advise management of firms that need to raise capital in the form of equity or debt for growth capital expansion, acquisitions or for increased working capital requirements. We work closely with client firms to achieve the most efficient composition of capital relative to their balance sheet and future financing needs.

Strategic Business Development

An experienced provider of strategic business development services, BP has assisted several companies in the introduction and development of strategic relationships and joint ventures which can ultimately lead to a merger or sale of the client firm in the future. Occasionally, smaller companies can grow faster and more effectively by having relationships with larger organizations that have deeper resources and can enable companies to better leverage their assets and marketing power. Strategic business development can have a significant impact on revenue growth and increase market share and penetration.