Advice on the decisions that define a company

Cortlandt advises lower middle market companies on strategic transactions across all stages of the corporate lifecycle. We pride ourselves on delivering exceptional outcomes that maximize value for our clients

Sell-Side M&A

Comprehensive management and execution of full or partial liquidity transactions, ranging from bilateral situations to competitive processes

Transaction types

  • Control sales
  • Management buyouts
  • Majority recapitalizations
  • Minority recapitalizations
  • Divestitures and carve-outs

Buy-Side M&A

Solutions for all phases of the buy-side process, from buy-box mapping and sourcing to transaction execution and due diligence

Transaction types

  • Platform acquisitions
  • Add-on acquisitions

Sourcing

  • Proprietary owner outreach
  • Off-market opportunities

Capital Raising

Equity and debt financings to support the strategic objectives of your businesses

Transaction types

  • Growth equity
  • Senior debt and unitranche
  • Dividend recapitalizations
  • Mezzanine and junior capital
  • Acquisition financing
  • Refinancings

Who we work with

Companies

Founder- and family-owned businesses preparing for a sale, an acquisition, or a financing

  • EBITDA$2M – $20M
  • Revenue$15M – $200M
  • GeographyUnited States

Sponsors and investors

Private equity firms, independent sponsors, and family offices investing in lower middle market businesses

  • How we helpExits, add-ons, and financings
  • Platform size$2M – $20M EBITDA
  • GeographyUnited States