M&A and Strategic Advisory

McKenzie & Associates is a leading middle-market investment bank helping business owners and entrepreneurs throughout North America and LATAM

Our bankers manage each transaction from start to finish with a deep understanding and commitment to your success. We advise our clients on the best possible strategy and focus on achieving a flawless execution.

We help you unlock and maximize value

Mergers & Acquisitions

Sell-Side Advisory

We advise you on the best avenues to work to maximize value and increase the certainty to close for the exit of your business. We evaluate potential strategic and financial investors and advise you with regard to market strategy, timing, structure, and pricing. Our bankers will help you negotiate, and close transactions hand-in-hand with your team and advisors.

 

Buy-Side Advisory

We help evaluate potential merger or acquisition targets based on your long-term goals and financial ability to close. We help you identify the target, determine its value, structure the transaction, negotiate the transaction and attain the proper financing. Our aim is to help you navigate through your acquisition strategy and be an essential part of executing it. 

Other Areas of Expertise

  • Divestitures

    We advise on the sale of divisions of your business, known as spin-offs, carve-outs, or split-offs through well-thought-out auction processes in both strategic and distressed situations.

  • Cross Border

    As specialists in cross-border transactions, we will work to enable you to identify the most pressing cultural, political, regulatory, and tax issues that might affect the viability of any transaction.

  • Majority Recapitalizations

    We advise selling of a majority position in your business. We identify investors, structure the transaction, and complete the majority recapitalization with an equity investor.

  • Minority Recapitalizations

    We advise on the recapitalization of your capital structure to attain liquidity through an equity investor purchasing a minority participation in your business.