Specializing in the origination of leveraged transactions, James J. White & Associates places particular emphasis on:

management buyout
The firm facilitates the acquisition of public and private companies in partnership with incumbent management teams. Existing shareholders are given liquidity while managers receive generous equity stakes in the recapitalized company.

management buy-ins
The firm arranges for outside management to acquire companies where the retiring or resigning key executives leave the business without succession plans. Qualified executives and managers negotiate a mutually agreeable set of criteria with institutional investors, including the recruitment and selection of outside management.

recapitalizations
The firm provides liquidity for principals and managers without sacrificing operating control of the company. By recapitalizing, shareholders receive cash liquidity while retaining equity and the ability to participate in the rewards of future growth.

family succession
By facilitating the transfer of ownership from one generation to the next, the firm fulfills liquidity and estate planning objectives while preserving the identity of the family business. This scenario is particularly attractive if a younger generation will ultimately obtain the cash proceeds bequeathed by an estate.

industry consolidzation
The firm works with management teams to identify other companies in a related industry. Support is given to managers seeking to make select strategic acquisitions or to integrate companies within a fragmented industry.