PROVIDING STRATEGIC CLARITY...
Trusted Advisors to the Middle-Market | Founded 2018
WHAT WE DO
We partner with business leaders, entrepreneurs and families as a trusted advisor, in support of their overall strategic decisions. In doing so, we provide comprehensive transactional advisory services (TAS) on strategic and financial matters, as well as guidance on optimal capital structures to privately-held entities. We do not offer pre-packaged services. We customize and craft creative solutions to fit the the specific needs and issues facing our clients.
Our complete list of services includes:
Strategic Plan Development
Business Model Validation
Financial Projections & Cash Flow Forecasting
Identification of Equity & Debt Capital Sources
Pre-Exit Strategies
Transaction Advisory & Structuring
Due Diligence & QofE
Valuation Analysis
Turnaround Plan (Development & Implementation)
Operational Restructuring
TEAM
Much of CapShield’s strength lies in the skills and commitment of our professionals at all levels.
Our multi-faceted and multi-disciplinary Team has the insight and extensive experience to drive value for corporate and private clients across verticals, industries and borders through all phases of the M&A life cycle—from strategy, targeting, and due diligence through execution of transactions. We help shape a bold vision in any deal and identify opportunities others may miss.
We help mitigate risk, overcome challenges, and improve results, adding capabilities, talent, and scale; rationalize operations to focus on areas of competitive advantage; help capture new customers and markets; and deliver on growth and profitability ambitions to reach a new level of success for your organization.
INDUSTRY EXPERTISE
Our professionals have completed over 350 corporate finance engagements in their careers, resulting in deep expertise across a broad set of transactions in the following industries:
Consumer Products | Logistics & Transportation | Manufacturing | Technology | Telecommunications | Restaurants | Commercial Real Estate | Building Materials | Seaport Infrastructure | Natural Resources | Power and Energy.
CULTURE & VALUES
The strong sense of ownership across the firm anchors our unique culture and values.
Today these core values remain ingrained in every aspect of our organization, and thus are reflected in everything we do and live by:
Integrity
Transparency
Accountability
Execution
Excellence