Opportunities are abundant. Well-executed decisions are not.

Advisory built to cut through complexity.

M&A and Capital Markets Advisory for the Lower Middle Market

ABOUT US

Independent advisory. Institutional discipline. Built for the lower middle market.

Independent advisory. Institutional discipline. Built for the lower middle market.

OUR SERVICES

Mergers & Acquisitions

Buy-side and sell-side transaction advisory from initial valuation through close.

Mergers & Acquisitions

Buy-side and sell-side transaction advisory from initial valuation through close.

Capital Markets

Independent counsel on debt and equity market access, instrument selection, and timing.

Capital Markets

Independent counsel on debt and equity market access, instrument selection, and timing.

Transaction Financing

Independent counsel on capital stack design, lender sourcing, and financing execution.

Transaction Financing

Independent counsel on capital stack design, lender sourcing, and financing execution.

Strategic Finance

Rigorous financial analysis for owners and operators facing consequential decisions.

Strategic Finance

Rigorous financial analysis for owners and operators facing consequential decisions.

OUR PROCESS

01.

Consultation

Confidential assessment of the mandate and client objectives. Scope and engagement terms established.

01.

Consultation

Confidential assessment of the mandate and client objectives. Scope and engagement terms established.

01.

Consultation

Confidential assessment of the mandate and client objectives. Scope and engagement terms established.

02.

Analysis

Rigorous financial and strategic analysis executed against the specific demands of the mandate — valuation, capital structure, market positioning, or transaction preparation.

02.

Analysis

Rigorous financial and strategic analysis executed against the specific demands of the mandate — valuation, capital structure, market positioning, or transaction preparation.

02.

Analysis

Rigorous financial and strategic analysis executed against the specific demands of the mandate — valuation, capital structure, market positioning, or transaction preparation.

03.

Execution

Full coordination through close. Counterparties, capital providers, and legal counsel managed with discipline from mandate initiation through final execution.

03.

Execution

Full coordination through close. Counterparties, capital providers, and legal counsel managed with discipline from mandate initiation through final execution.

03.

Execution

Full coordination through close. Counterparties, capital providers, and legal counsel managed with discipline from mandate initiation through final execution.

COMMON QUESTIONS

  1. Why L.S. Ernst Financial Group?

  2. Why L.S. Ernst Financial Group?

  3. What size transactions do you advise on?

  4. What size transactions do you advise on?

  5. How does an engagement begin?

  6. How does an engagement begin?

  7. How is L.S. Ernst Financial Group compensated?

  8. How is L.S. Ernst Financial Group compensated?

  9. Are you a registered broker-dealer?

  10. Are you a registered broker-dealer?