Bench Capital Advisory Inc. - Overview

Bench Capital Advisory Inc. is a leading M&A and corporate finance advisory firm that specializes in helping small and mid-sized firms maximize their valuation at exit and secure capital for business growth. Our dedicated team carries out a tailored, confidential, and global marketing process to create a competitive auction that maximizes the value of our client’s company.

With careful planning, rigorous process execution, and thorough analysis, we manage the entire M&A process over a period of approximately 7 to 12 months. Our goal is to allow business owners to continue running their operations while optimizing their success rate in the market.

One of our key services is crafting a confidential information memorandum (CIM) that highlights the intangible values of a company, such as loyal customers, key talent, geographic positioning, proprietary processes, and goodwill. By analyzing the M&A process from both the seller’s and buyer’s perspectives, we ensure the highest valuation and increase the probability of a successful closing.

In addition to our M&A services, we also offer corporate finance and debt advisory solutions. We assist businesses in securing traditional bank loans, capital project financing, mezzanine lending, and private equity to achieve their strategic and growth objectives. Whether it’s through organic expansion or acquisitions, we help businesses source and negotiate with multiple funding sources within our extensive network.

Our corporate finance services include determining credit and financing requirements, reviewing financial projections and business plans, drafting credit applications and financing proposals, and conducting comprehensive financial statement analysis. We calculate financial ratios, identify risk factors, and provide credit risk mitigation strategies to ensure our clients receive the most favorable financing terms.

When it comes to negotiation with banks, we handle all aspects, including terms and conditions negotiation, fees, interest rates, amortization periods, financial and non-financial covenants, reporting requirements, guarantees, subordination, security and documentation, and priority agreements. We also provide assistance during challenging situations, such as drafting letters to request credit restructuring or responding to threats by banks and lenders.