Merchant Banking Services



Mergers & Acquisitions
Privatizations
Leveraged Buyouts

Equipped to instruct management groups, directors, and investors of acquiring or to-be-acquired companies domestically and internationally, James J. White & Associates, Inc. has extensive experience counseling both minority and majority shareholders and management teams who may be contemplating the acquisition of a new company or attempting to evaluate alternatives for acquiring significant ownership stakes. The company has cultivated relationships with senior professionals within the private equity and debt markets since the inception of leveraged financing. Due to the firm's intimate knowledge of the private capital markets, it is able to arrange innovative financing structures and investment strategies. If appropriate, the company will align management with an institutional investor who retains an investment portfolio in closely related industries, thereby permitting parties to immediately share a mutual understanding of the dynamics of a given industry. In all cases, operational issues and day-to-day decision making remain in the hands of management.

Target companies typically exhibit the following identifiable strengths and characteristics:

well-recognized brand names
dominant market share position
profit margin improvement potential
product or service growth potential
undervalued and under-utilized assets
low risk of technological obsolescence

The company especially focuses on the following areas : management buyouts, management buy-ins, recapitalizations, family succession, and industry consolidation.


top next