Strategic Focus

While we serve diverse clientele, we place a strategic emphasis on private market activities and alternative investments through facilitation of private credit and majority buyout transactions for owner-operator and founder-led businesses. We often represent companies pursuing institutional financing rounds, targeting new platform or add-on acquisitions, undergoing a particular change event or requiring capital for acquisition or construction purposes. We strive to develop trusted relationships with our clients to unlock meaningful, long-term value in areas conducive to accelerating scalability, profitability and longevity.

Underwriting Approach

We engage in a disciplined underwriting process concentrated on carefully assessing the conditions, value, total risk and specific requirements of each transaction. We perform comprehensive due diligence based on rigorous quantitative and qualitative analysis to understand the demand, timing and rationale for a given transaction. We generally take a conservative underwriting approach intended to minimize risk, avoid overvaluation and hedge against economic uncertainty while determining optimal capital structures appropriate for augmenting return on equity, maintaining financial stability, and reducing overall cost of capital. This robust framework allows us to confidently justify risk-reward and ensure alignment with overall market expectations.

Transaction Process

Blackshore applies processes proven to deliver successful outcomes for buy-side M&A, sell-side M&A and capital raise engagements. We apply a systematic, client-centric approach to implementing custom frameworks tailored to the specific goals, objectives and expectations of our clients. We provide objective advice and guidance through all phases of the transaction process, from initial planning stages and preliminary due diligence to contract negotiation, deal execution and post-transaction support.

Every process is unique to each individual situation. Components and sequence may vary on a deal-by-deal basis. Our standard transaction process typically begins with formalizing the relationship and establishing scope of work, required resources, and process timeline. In the pre-marketing phase, we conduct a thorough evaluation of the business, market conditions and potential opportunities. We work alongside our clients to develop key marketing documents and ensure accuracy of information essential to effective and compliant marketing campaigns. In the marketing phase, our team manages end-to-end communication, interest and tracking of prospective targets. We also facilitate management introductions, site visits, and advise on transaction terms. Furthermore, we provide transaction execution and post-transaction support through negotiation of final terms and ongoing advisory services to ensure all conditions are met.

Discover our Difference

Our philosophy is underpinned by our high-touch approach and deep understanding of niche market dynamics that enable us to craft tailored solutions for our client's specific needs. We specialize in providing private capital advisory solutions to companies navigating the intricacies of municipal, regional, state and federal regulatory environments, often in unconventional and heavily-regulated markets. Our dedicated team of professionals delivers evidence-based insights driven by our extensive experience, robust global networks, strong sector and product expertise to help identify and capitalize on emerging opportunities.