Mergers & Acquisitions

Our team offers financial advisory and M&A services with the expertise expected from bulge bracket firms, while maintaining the personal touch of a boutique entity. Business owners, institutional and strategic partners, and management teams rely on us for execution of their sell-side and buy-side objectives.

We take a hands-on approach throughout the transaction timeline to ensure an optimal outcome with minimal disruption to a client’s existing personal and professional responsibilities.

Services Offered:

• Buy-Side Advisory

• Sell-Side Advisory

Capital Formation

Our global network of investors and lenders provides the best possible solution for our clients. We start by identifying the appropriate capital structure and capital sources to introducing strategic partnership relationships and continue through to the close of the transaction.

From a business line of credit funded to cash flow facilities originated by non-bank capital providers. Public listings and equity investors from minority to control to a full buyout. We have the experience and expertise to structure the right financing and capital for each situation.

Portfolio Enhancement & Origination

CCG prides itself on its ability to source and evaluate investment and acquisition targets for buy-side clients. Our distinct and thoughtful approach to target identification and upfront diligence allows us to contribute to the growth, diversification, and optimization of our clients’ portfolios.

We enjoy collaborating with family offices, venture capitalists, and private equity funds to discover accretive opportunities. CCG makes meaningful introductions after assessing of the business, team, and client criteria.

Services Offered:

• Buy-Side Business Development

• Target Origination / Upfront Due Diligence

Direct Investment

We will invest our capital in transactions that align with our fund’s strategy and advance our near- and long-term investment objectives.

Our approach generally consists of making a majority investment with an operating partner; however, we also participate in private financings behind a lead investor in a syndicated / sponsored transaction.

To date, our fund has invested in multiple companies and is actively searching for the next opportunity.