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Strategic & Financial Services

Buying or selling a business is not the only time our clients utilize our services. We identify solutions for complex strategic or financial issues involving financial structure, financing sources, governance, compensation, and more. We are a full-service mergers and acquisitions firm and any of our services can be utilized apart from buying or selling a business.

  • M&A Project Management
  • Financial Structure Analysis
  • Business Succession Planning
  • Industry & Competitive Analysis
  • Financing Assistance
  • Due Diligence
  • Market Research & Benchmarking
  • Preparation for Market
  • Deal Negotiating & Structuring

Among the M&A services we offer is financing assistance to help navigate the abundance of facts and opinions present in most financing situations. Consider us a skilled guide.

Our financing expertise focuses on small- to mid-sized firms looking for refinancing, acquisition financing or more flexible financing instruments than have been available to them in the past. Companies in this position can benefit from a trusted advisor to explore their options and help them identify the best sources to meet their financing needs.

Whether it is a reduced equity investment, the reduction or elimination of personal guarantees or simply better rates and terms, Malibu has experience and banking relationships to help you achieve your financing goals. We have relationships with sources that provide mezzanine debt, venture capital, angel capital, subordinated debt and senior debt.

Specifically, we help you achieve your financial goals by evaluating the financing needs of your project, preparing the apropriate financing package, matching your need with the right financing source and quarterbacking the project through the final arrangements to close the transaction.