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Investment Banking

Investment Bankers to the Middle Market

The financial service industry is built on relationships and trust. Our clients are our most important resource. We spend years cultivating relationships and work diligently to help our clients achieve their long term financial goals. Many of our clients own mid-size businesses that have become successful through hard work and dedication. These companies are the back bone of our society that provides employment, services and products to our country. Many of these companies are family owned or owned and operated by one or two individuals. For many of these individuals, their personal net worth is primarily held in their privately held business.

During the life of nearly every business owner, there comes a point when one contemplates selling all or part of the company. For some owners, the decision to sell a business and transfer the risks and responsibilities to someone else is the clear choice. For others, the decision to sell may not be so cut and dry. It may make more sense to seek a financial partner who really understands the industry and
the business opportunities a recapitalization would bring. It may be time to sell only a division,subsidiary or product line in order to improve the long term prospects for a company.For most business owners a sale, merger, or recapitalization is unfamiliar territory and going it alone may not be the smartest choice. Selling a business, a division, a subsidiary, a product line or major asset is a process that requires equal parts creative thinking, critical analysis, expert advice, sound planning and flawless execution. Having the right team of investment banking professionals working for you is critical to ensure success.

Many of these mid – size business owners may be looking to retire or formulate an exit strategy. Cosey Financial Services Inc., through Silver Oak Securities, Inc Investment Banking Division can help. We have partnered with CFA Mid-South, a division of Corporate Finance Associates (CFA), which is one of North America’s oldest and most prominent investment banking firms serving middle-market companies. CFA Mid-South has over 33 years of experience helping mid-size business owners develop and execute an exit strategy based on the business owners goals.