Investment Banking

We run the entire Investment Banking process from engagement to an ultimate close and prioritize confidentiality and driving competitive results.

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Have Confidence with Investment Banking Services

The decision to buy or sell a business is often complex and wrought with challenges. At 20/20 Capital Advisory Group, it’s our priority to understand your objectives and desired outcomes, ensuring that we’re able to achieve the best possible results. After all, your success is our success.

We offer extensive experience in all areas of mergers and acquisitions, including buying and selling M&A, capital raises, business valuations, and majority and minority recapitalizations.

Our Investment Banking Services

Sell-side Advisory

Selling a business is an important decision that can have far-reaching implications for both you and your stakeholders.  Successfully executing a transaction requires a thorough understanding of the current landscape and a strategic approach customized to your unique circumstances. Our sell-side M&A advisors can guide you through every step of the process, ensuring that you make informed decisions and maximize the value of your business.

Buy-side Advisory

Acquiring a business is a significant decision that will reshape your future in many ways. Our buy-side advisory approach is customized to each client and acquisition opportunity. Whether you want to expand your market presence, diversify your product offerings, or enter new geographic regions, our dedicated M&A advisors can help you make informed decisions, facilitate seamless transactions, and unlock your business’s full potential.

Financings (Equity and Debt)

Many businesses face challenges in knowing how to manage their equity and debt obligations. Our professional M&A advisors can assist with equity financing (including raising capital through shares or ownership interests and identifying the best investors for our clients by leveraging our robust network) and debt financing (including the provision of deal structuring, management, and negotiation to achieve the best possible outcome for our clients). Make informed decisions and maximize the value of your business.

Majority Recapitalizations. Taking Chips Off The Table

Business owners in the lower middle market often elect to pursue a majority recapitalization to achieve some liquidity and diversify their wealth while maintaining some level of ownership. Our advisors can help you “take chips off the table” by guiding you through the recapitalization process (short-listing prospective partners and gathering bids, negotiating terms, and facilitating due diligence) to ensure that the best interests of our clients are upheld.

Get Your Complimentary Valuation Today.

Contact us to get a free, personalized valuation that includes a detailed model and write-up, crafted to help you understand your financial position.

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How We Work

Understanding Your Business

We are committed to getting to know you and your business, as well as understanding your unique goals and objectives. This ensures strategic alignment and that our efforts are purposeful and customized to your needs

Strategy Development

We create a completely customized M&A strategy that is tailored to your objectives, identifying potential targets (if applicable), and outlining a roadmap for your success.

Customized Process

Every business and situation is different, which is why we’re committed to creating a customized process for each client. Our approach focuses on finding opportunities that align with your goals and build momentum for success.

Results

Finally, we guide you through the execution phase. This includes facilitating negotiations, optimizing deal structures, and ensuring a smooth transition to maximize your business value and achieve your desired outcomes.

Why Choose 20/20?

We Strive to Maximize
Your Value

Our main goal is to maximize your business value within the current environment, no matter your unique goals.

Investment Banking Is
Our Speciality

With a focus on mergers and acquisitions, our team has the transaction experience to achieve a great result.

Guided by Integrity,

Driven by Results

Your success is our success – we create a confidential and highly competitive process for each client.

Get the Advice You Need for a 20/20 Vision

At 20/20 Capital Advisory Group, our expert team has a thorough understanding of the M&A market and can help you navigate all its complexities, from mergers to acquisitions and everything in between. 



We have the experience and knowledge to help you achieve your goals, whether you’re looking to buy or sell a business, raise capital, or explore minority/majority recapitalizations. Our M&A advisors are committed to maximizing business value, identifying opportunities, and ensuring a seamless transition.

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Select Clients

Our professional team has over 50 years of cumulative experience and has worked with a wide range of clients throughout many sectors.