Investment Banking

Transformational Results

Horatius Group offers a range of investment banking services tailored for founders, families, and business leaders who are evaluating strategic decisions. Our team has experience across a range of sectors executing transactions that include sales, divestitures, acquisitions, mergers, joint ventures, recapitalizations, and restructurings.

Our Services

  • Sell-Side Advisory

    Investment thesis and technology drive premium valuations

    Targeted outreach attracts partners who align with seller goals

    Senior-level engagement throughout diligence and negotiations

  • Buy-Side Advisory

    Strategy first approach maximizes value

    Detailed integration planning before acquisitions

    End-to-end execution

  • Capital Markets

    Capital structure is a gateway to growth

    Full range of equity and debt

    Broad scope of uses

  • Valuations

    Benchmark for navigating future objectives

    Market-based analysis

    Multiple methods used for each client

  • Restructuring

    Creative solutions to avoid crisis

    Liability management

    Specialty financings

Our Process

  • Strategy Development

    A compelling investment thesis is the foundation for successful outcomes

  • Materials Creation

    Financial models, Teasers, and Confidential Information Memorandums (CIMs) are customized for each client

  • Partner Selection

    Outreach is tailored to buyer and seller objectives

  • Marketing

    Methodical approach maximizes value

  • Due Diligence & Closing

    Senior-level engagement at every step

  • Integration

    Detailed planning and thoughtful execution

“No one cares how much you know until they know how much you care”

— Teddy Roosevelt

Industries Served

  • Essential Services

  • Outsourced Services

  • Aerospace & Defense

  • Manufacturing

  • Distribution

  • Logistics

  • Software

  • Technology