Bringing 20 years of experience in mergers, acquisitions and capital placement to the middle market.
Companies and private equity funds that might want to consider hiring Woodville Hall Capital are those who want to make sure that a smaller transaction that is important to them is also important to the bank that is serving them, and free from potential conflicts. Avoiding Conflicts Larger banks with a broad and deep reach across multiple industries and markets can find it a challenge to remain free from conflicts with their clients' direct competitors, their trading clients, their own trading desk or their own private equity/investment arm. By hiring a smaller M&A and private placement boutique that doesn’t trade or invest capital, many of these potential conflicts are avoided.
Balancing Fee Requirements with the Size of the Transaction Larger banks naturally (and sensibly) focus on larger transactions for M&A and private placement activities that command concomitantly larger fees. By doing so, they can justify the higher staff ratio that is required for advisory services than is required for trading functions. For middle market clients, however, or for large companies looking to divest or acquire smaller businesses, they should be able to receive senior professional help at a fee structure that makes sense in the context of the transaction size, not the size of the bank.
Corporate Experience M&A and private placement transactions normally require input and clearance from many internal corporate players. Knowing how to work through these channels can be critical to clients, and the founder of Woodville Hall Capital is someone who, as a corporate insider, has had to get internal sign-off from multiple departments, convince Boards on the merits of a transaction and then live with the transaction once it has closed.