Our Baker Tilly Capital, LLC team (brokercheck.finra.org), led by investment bankers and corporate finance specialists, has meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies, and identifying cost-effective financing alternatives and sources. We leverage more than 50 specialized professionals to provide strategic guidance and pragmatic insight to help you achieve your strategic and financial objectives throughout the business life cycle. Backed by a national accounting and advisory firm with significant industry expertise we offer value added insights before, during, and after the transaction. Our team provides specific guidance helping you address opportunities and challenges as you move throughout the life cycle of your business.
Merger & Acquisitions
Receive industry-focused advice on the sell-side and buy-side M&A transaction process, from strategic planning and positioning through to closing.
Corporate Finance Advisory
Assess your strategic and financial alternatives, enterprise and equity value, and recognize value drivers and key issues that drive your decision making process throughout the business lifecycle.
Raise the debt and equity capital needed for organic corporate growth, acquisitions, re-financing, and re-capitalizations utilizing a team that understands how deals come together.
Enhance overall returns and move projects forward by optimizing every layer of the capital structure with negotiated incentives, traditional lenders, and nontraditional capital sources.
EB-5 Immigrant Investor Program
The employment-based immigration fifth preference (EB-5) visa program authorizes up to 10,000 green cards per year for foreign individuals who make a qualifying job-creating investment.
Community hospital receives strategic alternatives review and valuation analysis in connection with sale to large, integrated health system
Clinical services company seeks fairness opinion and valuation in connection with proprietary add-on acquisition opportunity
With Baker Tilly assistance, Briess Ingredients received $1.6 million local incentive to support company’s $16.6 million processing expansion in Manitowoc.
Ed Gersek, Inc. sells quarries and real estate assets separately to Oneida Indian Nation of Wisconsin and Triple P, Inc.