Stone Pier Provides Strategic and Financial Services to
Lower Middle Market Companies
Stone Pier works with boards of directors and senior executives to develop short- and long-term strategic plans to enhance enterprise value. In addition to Stone Pier’s primary services in connection with sale or purchase transactions involving lower middle market companies, Stone Pier also works with companies to address issues such as shareholder redemptions, balance sheet recapitalizations, and institutional debt and equity placements, as well as leadership transition and a wide variety of financial and strategic advisory services for companies seeking to grow or exit. Stone Pier is experienced in working with both boards of directors as well as management teams in a wide variety of activities, from leading, designing and conducting management and board retreats, to creating short- or long-term strategic plans to enhance shareholder value. Stone Pier combines its partners’ experience not only as outside advisors (including M&A, law, public accounting and, of course, investment banking) but also their prior experience as executives “inside” organizations, a combined perspective that results in the provision of sophisticated yet practical advice to its clients.
Stone Pier is knowledgeable and well connected in the financial services industry, and can often introduce financing sources of which our clients were not aware. One company we worked with had several different debt providers, and neither was an expert in our client’s industry. We identified the top five industry debt providers nationally and secured a much expanded credit facility that enabled our client to grow by acquisition. That growth enabled this company to acquire smaller companies, achieve scale, and sell to a much larger strategic at a premium valuation.
Stone Pier manages and coordinates strategic and financial consulting projects, working closely with you until the transaction closes and thereafter as desired.
Stone Pier manages and coordinates strategic and financial consulting projects, working closely with you until the transaction closes and thereafter as desired.