Spinnaker Group Capital Advisors LLC is a financial advisory
boutique focused on advising lower-and middle-market companies in
transition and helping them successfully complete transactions and
Spinnaker Group Capital Advisors, or SGCA, works closely with
entrepreneurs, management teams and business owners to answer some of their
most complicated questions:
- I need capital to
grow, but from where?
- Is it time to sell
- If I merge with my
rival, does one plus one equal three or does it equal less than two?
- I know that I need
to start thinking about some estate planning, but my biggest asset, by
far, is my business. What can I do?
- None of my children
want to take over the family business as I had hoped, so what should I
For all of our clients, the Spinnaker Group will:
- Work closely with
our client to determine a strategy that best meets their needs and
- Explain the various
transaction alternatives and recommend an appropriate course of action
- Analyze the business
to determine the optimal capital structure and operating metrics
- Draft descriptive
documents which outline the business and its prospects
- Structure a
transaction which maximizes the value while minimizing the potential
repercussions of a transaction
- Negotiate the
highest value and best terms for our clients
- Manage the closing
process of the transaction
Work closely with the Company's legal, tax and accounting
With more than a decade of advisory experience, our team has
the relationships and experience to effectively and efficiently complete
even the most complex transactions. Because our team members only lead one
or two transactions at any given time, we give our clients unparalleled
dedication and commitment.
In general, we provide the following services:
We invite you to contact us to learn more about our services
and to arrange a complementary consultation.