Financial Advisory
Overview
We provide guidance to business and government leaders on their critical financial and strategic concerns, acting as trusted advisors dedicated to securing the best outcomes for our clients.
With a strong presence in key business hubs globally, we have cultivated significant local relationships and insights. As the world’s largest advisory-focused firm, we offer unparalleled expertise across various industry sectors and geographies, ensuring comprehensive support and insights for our clients.
Our Businesses
M&A and Strategic Advisory
Restructuring & Liability Management
Capital Markets Advisory
Specialized Advisory
What Makes us Different
Alignment with Clients
Sevwen Partners spearheaded the independent advisory model in investment banking, signifying our role solely as advisors rather than lenders or proprietary traders. This ensures that our clients’ financial interests align seamlessly with ours, fostering trust and confidence. Throughout generations, this business approach has allowed us to cultivate client relationships founded on trust and discretion.
Local First, Global Second
Every country has its unique style, influencers, and approach to business. Being deeply integrated into the local fabric is paramount to truly understanding it. With Sevwen Partners extensive and multicultural heritage, we have established profound roots in business hubs worldwide, fostering a global network. Our clients reap the rewards of our local expertise and relationships, enriched by our broad global perspective.
Intellectual Capital
At Sevwen Partners, we understand that clients who engage professional advisors rightfully demand the utmost expertise and insightful guidance. Our culture values intellectual curiosity, diverse perspectives, thoughtfulness, and the wisdom gained through experience. Our clients reap the rewards of our ongoing commitment to recruiting, retaining, and nurturing top talent, ensuring they receive unparalleled service and support.
M&A and Strategic Advisory
Sevwen Partners is recognized as one of the world’s leading advisors on mergers, acquisitions, divestitures, and related strategic matters.
Our M&A and Strategic Advisory practice collaborates with both public and private corporate clients, offering top-tier independent advice on all financial, strategic, and tactical aspects of evaluating and executing M&A transactions. We also assist in formulating comprehensive strategies to drive business growth.
Sevwen Partners’ capabilities span across all types of M&A transactions, including mergers, buy-side acquisitions, sell-side divestitures, company sale processes, joint ventures, partnerships, and more.
Beyond transaction execution, we frequently partner with clients to address their strategic and financial challenges. Our team helps clients identify, develop, and pursue strategies to serve stakeholders, achieve their objectives, and enhance shareholder value.
Key Capabilities
Mergers & Acquisitions
Sevwen Partners has earned global recognition for leadership and innovation within the M&A industry. Serving as trusted strategic advisors, our senior bankers distinguish themselves through an unparalleled depth of knowledge in their clients’ industries and extensive transaction expertise within specific sectors.
Our advisory spans a diverse array of industries, including:
- Consumer and Retail
- Financial Institutions
- Financial Sponsors
- Healthcare
- Industrials
- Power, Energy, and Infrastructure
- Real Estate, Gaming, and Lodging
- Technology
- Telecommunications, Media, and Entertainment
Sevwen Partners excels in navigating the most intricate business landscapes, offering specialized capabilities that differentiate our M&A and Strategic Advisory practice. With our extensive history, global reach, reputation for discretion, and absence of institutional conflicts of interest, we are uniquely positioned to advise and execute transactions requiring exceptional sensitivity, expertise, and judgment.
Cross-border Transactions
Sevwen Partners stands out as the premier multinational and interconnected independent M&A and strategic advisory firm. With this distinction, we hold a unique position to guide companies through cross-border transactions spanning national boundaries.
Our collaborative professionals across global offices bring invaluable experience and expertise necessary to navigate local capital markets, governmental and regulatory landscapes, tax intricacies, and cultural nuances. This collective knowledge cements Sevwen Partners as a global leader in cross-border M&A advisory.
Separations and De-Mergers
At Sevwen Partners, we specialize in assisting clients in optimizing the value of their corporate asset portfolios by offering innovative structural alternatives that unlock shareholder value and enhance future business performance.
Through evaluating transformational transactions such as separations and de-mergers, we provide companies with top-tier financial and strategic advice during critical periods of their corporate evolution.
Sevwen Partners also offers comprehensive guidance on the execution of these intricate transactions, ensuring that newly independent companies are strategically positioned for success.
Takeover Defense
Sevwen Partners aids corporate clients in safeguarding against unsolicited approaches from both strategic acquirers and activist shareholders.
Our takeover defense practice harnesses Sevwen Partners’ extensive resources and profound expertise to develop proactive and reactive strategies against unsolicited activities. This empowers clients to retain control of their destinies and optimize shareholder value on their own terms.
Independent Board Advisory/Special Committees
Sevwen Partners boasts an unparalleled track record in representing Independent Directors and Special Committees of Boards of Directors during pivotal M&A and strategic advisory scenarios where objectivity and discretion are paramount.
In such instances, Sevwen Partners offers corporate decision-makers unbiased advice and deep insights into shareholder concerns, free from conflicts of interest. Our recommendations are always underpinned by rigorous analysis and a proven history of success.
Private Market Advisory
Sevwen Partners’ Private Market Advisory (PMA) group caters to the distinctive requirements of privately held companies and private equity sponsors, drawing upon the firm’s extensive experience in middle market advisory and the robust resources of our global platform. Our seasoned professionals offer senior-level attention, profound industry expertise, and unparalleled access to global C-level relationships, delivering strategic insights and judgment. Our comprehensive services encompass:
M&A and Strategic Matters – The PMA group offers strategic guidance to shape long-term strategies, optimize capital structure, manage risk, and facilitate growth. Expertise includes private equity divestitures, private company sales, and corporate acquisitions and divestitures.
Private Financing – Integrated with our industry teams, our private financing advisory group provides debt and equity placement services, covering debt financings, structured/minority equity capital raising, and capital for acquisitions, growth, refinancings, and recapitalizations.
Financial Sponsors Group – We foster strong relationships with leading private equity, family office, pension fund, and other financial sponsors globally. Whether large or small, global or regional, our financial sponsor clients receive world-class investment banking services tailored to their specific needs.
Our coverage sectors encompass:
Business Services and Education: tech-enabled services, education services, human capital management, information and IT services, facilities management, and marketing and media services.
Consumer, Food and Retail: consumer goods, leisure, food/agriculture, and e-commerce/retail.
Healthcare: pharmaceutical distribution and outsourcing, healthcare services providers, and managed care services.
Industrials: aerospace and defense, automotive aftermarket, building products and construction, chemicals, engineered industrials, industrial products and services, oilfield products and services, packaging and plastics, and transportation and logistics.
Telecommunications, Media and Entertainment: fiber-to-the-home, cable, local exchange carriers, wireless carriers, wireless towers, fixed wireless, network services, and broadcasting.
Capital Markets Advisory
Sevwen Partners Capital Markets Advisory group serves as our global center of excellence for public and private capital markets, capital structure, public shareholder-related topics, ESG, and activism defense.
Our professionals collaborate closely with bankers throughout the firm, providing valuable intelligence and advice on corporate finance, capital raising, and strategic matters pertinent to public company shareholders.
We specialize in tailoring financing strategies to suit each client’s unique circumstances, boasting a proven track record of crafting innovative solutions to navigate challenging market conditions.
Key Capabilities
Shareholder Advisory
Shareholder Advisory at Sevwen Partners is dedicated to providing corporate leaders and board directors with timely insights into shareholder and investor dynamics. Collaborating closely with Lazard’s industry groups and practice specialists, we enhance our clients’ readiness for activist investors or unsolicited takeover attempts, and garner shareholder support for strategic transactions.
Our strategic assessments of each client’s shareholder base leverage proprietary databases, advanced data analytics, and collective team expertise. This informed shareholder analysis guides key strategic events, such as M&A or shifts in capital allocation priorities. Our key capabilities include:
- Activist Engagement and Unsolicited Defense: Tailored evaluations of potential vulnerabilities, shareholder positioning and perspectives, and available alternatives.
- Corporate Preparedness (including Defense): Drawing from decades of experience to assess vulnerabilities and develop response actions.
- Strategic Investor Relations Advisory: Augmenting IR programs to intensify shareholder support, utilizing data-centric investor intelligence tools for effective engagement.
- Share Register Analysis: In-depth analysis of share ownership, including tracking trading dynamics and AGM voting intelligence.
- Investor Study (Makinson Cowell): Providing impartial assessments of companies and investor perceptions across various dimensions.
- ESG Advisory: Evaluating ESG strategy and advising on optimal messaging to shareholders, incorporating responsible investing approaches.
- Trading Analytics: Strategic assessments and monitoring of shareholder base, leveraging proprietary databases and sophisticated data analytics.
At Sevwen Partners, we are committed to empowering our clients with comprehensive insights and strategic guidance to navigate complex shareholder dynamics effectively.
Equity Capital Markets
At Sevwen Partners, we offer conflict-free, strategic, and tactical advice on equity-focused matters, equity capital-raising alternatives, and all facets of deal execution. Drawing upon decades of expertise, our team advises on a wide array of topics, including:
Initial Public Offering (IPO) Advisory: Providing comprehensive guidance to private companies, founders, and financial sponsors on various aspects of IPOs, including monetization alternatives, execution strategies, listing locations, valuation analysis, underwriter selection, risk assessment, marketing strategies, and shareholder targeting.
Capital Raising: Advising public companies, founders, and financial sponsors on raising equity capital through different channels such as secondary stake sales, follow-ons, rights offerings, and equity-linked issuance in both marketed and bought deal executions.
Derivatives Expertise: Offering guidance on structuring and utilizing equity derivatives, options trading, valuation of warrants, call spreads, and other specialized or custom structures.
Corporate Separations: Providing insights and advice on equity market perspectives for corporate separation transactions, including spin-offs, carve-out IPOs, split-offs, and tracking stocks. Our expertise covers a broad range of topics, including structuring, valuation, capital structure, execution, and investor marketing.
At Sevwen Partners, we are committed to delivering tailored solutions and strategic insights to optimize equity-focused strategies and maximize value for our clients.
Debt Capital Markets and Private Placement
At Sevwen Partners, our Debt Capital Markets and Private Placement team delivers comprehensive, independent financing solutions honed through decades of experience in structuring and executing both public and private market transactions.
As objective advisors with world-class in-house distribution capabilities, we approach each situation with impartiality, equipped to execute solutions across any market. Our team advises clients on a spectrum of public and private debt and structured equity transactions, including refinancing, acquisition financing, capital structure optimization, covenant relief, liability management, dividend recapitalization, rescue financings, liquidity enhancement, growth capital, infrastructure financing, project financing, and debtor-in-possession financings.
With longstanding direct relationships with public and private market investors, we gain real-time market insights, shape our market perspectives, and enhance the quality of our execution, ensuring our clients receive tailored, strategic financing solutions.
Private Capital Advisory
Sevwen Partners is a global frontrunner in delivering inventive capital solutions, guiding clients through secondary transactions and primary capital raising via our seamlessly integrated platform.
With a team spanning the United States, Europe, and Asia, our Private Capital Advisory unit boasts over 80 professionals fostering robust relationships with more than 1,500 institutional investors. Since 2003, we have executed over 500 assignments, raising hundreds of billions of dollars of capital alongside our clients.
Our services encompass fund raising and secondary advisory services tailored to private equity, private credit, real estate, and real asset-focused investment firms.
Venture & Growth Banking
Sevwen Partners Venture & Growth Banking division operates globally, with a strong presence in North America and Europe, dedicated to advising leading fast-growing private companies on venture capital and growth equity capital raising.
In an era where companies increasingly opt to remain private for extended periods and seek more equity in private markets, our team plays a crucial role in bridging the scale-up funding gap and facilitating the evolution of firms within the venture and growth ecosystem.
Comprising seasoned venture brokers and investment bankers with diverse backgrounds in research, engineering, and entrepreneurship, our team leverages the extensive resources of the global Sevwen Partners network, including industry, sector, and geographic specialists. We facilitate connections between growth companies and investors through personalized introductions, access to valuable information resources, and curated events.
Restructuring & Liability Management
For decades, Sevwen Partners has stood as a leading advisor to debtors and creditors in the world’s largest and most intricate restructurings. We offer clients a pioneering liability management practice outside of court, along with an unmatched track record of representation and expert testimony in court.
With one of the world’s largest and most seasoned restructuring teams comprising over 100 dedicated professionals worldwide, Sevwen Partners brings together extensive expertise in restructuring strategies, M&A, credit analysis, capital markets, industry knowledge, and negotiation skills in distressed situations.
Key Capabilities
Liability Management
Sevwen Partners specializes in providing strategic guidance to clients, encompassing both companies and creditors, on out-of-court restructurings and recapitalizations. With a track record of engineering numerous landmark transactions yielding favorable outcomes, our expertise extends to advising and structuring a diverse range of transactions. These include tender and exchange offers, rescue financing or recapitalizations, and “amend and extend” transactions, among others.
Debtor Advisory
While Chapter 11 proceedings are typically seen as a last-resort strategy, Sevwen Partners possesses significant expertise in this domain. Our extensive knowledge can offer invaluable insights to clients considering Chapter 11, as well as those exploring alternative strategies such as a company sale or securing new capital.
We adeptly negotiate with creditors on behalf of our clients, particularly during periods of financial stress or distress. Moreover, our senior restructuring professionals are widely recognized as leading experts in Chapter 11 cases and frequently provide expert testimony on behalf of our clients. With a proven track record, we consistently deliver strong performance when advocating for our clients’ Plans of Reorganization.
Creditor Advisory
Sevwen Partners extends its expertise to clients, whether individually or as part of an ad hoc group, serving as creditors to companies facing both out-of-court and in-court situations.
The Restructuring & Capital Solutions group leverages its direct experience advising companies and their boards of directors to offer creditor clients strategic advice that can be pivotal in negotiation preparation. Additionally, Sevwen Partners provides in-court testimony or expert testimony on behalf of its creditor clients when needed.
Capital Raising & Capital Structure Advisory
Working alongside Sevwen Partners Capital Markets Advisory, our Restructuring & Capital Solutions group offers comprehensive guidance to clients grappling with stressed or distressed situations related to capital structure and capital raising.
For clients aiming to raise capital in the public markets, Sevwen Partners provides strategic advice and negotiates on their behalf to select lead underwriters. Additionally, we leverage our extensive expertise in negotiating and placing private securities, ensuring customized solutions that address our clients’ specific needs.
Accelerated Divestiture & Asset Sales
When a client decides to sell a company or specific assets, our Restructuring group partners with Sevwen Partners M&A experts to drive optimal outcomes. We guide clients through evaluating diverse sale strategies, such as selling the company or assets as an alternative to bankruptcy, conducting a Section 363 sale within bankruptcy proceedings, executing a sale through a Plan of Reorganization, and exploring “loan-to-own” purchases of securities.
Overview
We provide guidance to business and government leaders on their critical financial and strategic concerns, acting as trusted advisors dedicated to securing the best outcomes for our clients.
With a strong presence in key business hubs globally, we have cultivated significant local relationships and insights. As the world’s largest advisory-focused firm, we offer unparalleled expertise across various industry sectors and geographies, ensuring comprehensive support and insights for our clients.
Our Businesses
M&A and Strategic Advisory
Restructuring & Liability Management
Capital Markets Advisory
Specialized Advisory
What Makes us Different
Alignment with Clients
Sevwen Partners spearheaded the independent advisory model in investment banking, signifying our role solely as advisors rather than lenders or proprietary traders. This ensures that our clients’ financial interests align seamlessly with ours, fostering trust and confidence. Throughout generations, this business approach has allowed us to cultivate client relationships founded on trust and discretion.
Local First, Global Second
Every country has its unique style, influencers, and approach to business. Being deeply integrated into the local fabric is paramount to truly understanding it. With Sevwen Partners extensive and multicultural heritage, we have established profound roots in business hubs worldwide, fostering a global network. Our clients reap the rewards of our local expertise and relationships, enriched by our broad global perspective.
Intellectual Capital
At Sevwen Partners, we understand that clients who engage professional advisors rightfully demand the utmost expertise and insightful guidance. Our culture values intellectual curiosity, diverse perspectives, thoughtfulness, and the wisdom gained through experience. Our clients reap the rewards of our ongoing commitment to recruiting, retaining, and nurturing top talent, ensuring they receive unparalleled service and support.