Marzo Corporate Finance

Marzo Capital Finance is an independent, specialized corporate finance advisory firm. They distinguish themselves by focusing on providing tailored solutions primarily to mid-market companies, often those navigating critical inflection points in their growth or facing complex strategic challenges.

The firm’s core services revolve around mergers and acquisitions (M&A), capital raising, and restructuring. In M&A, Marzo acts as both a buy-side and sell-side advisor. As a sell-side advisor, they guide clients through the entire process of selling their business, from initial valuation and preparation to marketing the company to potential acquirers, negotiating deal terms, and managing due diligence. Their objective is to maximize value for the seller while ensuring a smooth and efficient transaction. On the buy-side, Marzo helps companies identify and acquire target businesses, providing support with due diligence, valuation, and negotiation to ensure a strategic and financially sound acquisition.

Capital raising is another key area of expertise for Marzo. They assist companies in securing the necessary funding to fuel growth, finance acquisitions, or refinance existing debt. This includes advising on various financing options, such as private equity, venture capital, debt financing (senior debt, mezzanine debt), and strategic investments. Marzo leverages its network of relationships with institutional investors and lenders to identify the most appropriate funding sources and negotiate favorable terms for their clients.

Restructuring services at Marzo focus on helping companies navigate financial distress or operational challenges. They work with companies to develop and implement restructuring plans, including debt restructuring, operational improvements, and cost reduction initiatives. Their aim is to help companies stabilize their financial situation, improve profitability, and return to sustainable growth. This often involves working closely with creditors, shareholders, and other stakeholders to reach a consensus on a restructuring plan.

Marzo’s value proposition rests on a few key pillars. Firstly, their senior-level attention ensures that experienced professionals are actively involved in all aspects of each engagement. This contrasts with larger investment banks where senior bankers might delegate day-to-day execution to junior team members. Secondly, their independence allows them to provide unbiased advice, free from the conflicts of interest that can sometimes arise at larger financial institutions. Thirdly, their sector expertise allows them to provide informed and insightful advice based on a deep understanding of specific industries and market dynamics. They often focus on sectors like technology, healthcare, industrial, and consumer products.

The firm prides itself on building long-term relationships with its clients, acting as a trusted advisor and partner throughout their lifecycle. This client-centric approach, combined with their specialized expertise and senior-level attention, positions Marzo Capital Finance as a valuable resource for mid-market companies seeking strategic financial advice.