Investment Banking & Advisory | Florida
M&A Solutions for Middle Market Businesses in Florida
SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), special situations M&A, and business valuations for middle market companies. Our innovative thinking and precise execution deliver outstanding results for business owners in Florida.
Demonstrated Financial and Advisory Expertise
Our team has completed over 800 diverse M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion. We deliver tailored solutions aligned with our clients’ unique objectives and offer trusted advice and counsel every step of the way.
Mergers and Acquisitions
Get maximum negotiating leverage and optimal results for your privately held Florida-based company with expert advice that stems from extensive experience designing and executing sell-side M&A processes.
Employee Stock Ownership Plans (ESOP)
With a deep understanding of the regulatory, tax, and financing complexities and opportunities that ESOP transactions present, our team has extensive experience structuring and executing ESOP transactions for Florida-based companies, trustees, and selling shareholders.
Special Situations M&A
Our team partners with Florida bankruptcy attorneys, chief restructuring officers, creditors, and business owners to provide indispensable insights and the right distressed M&A approach to address challenging situations—oftentimes in as little as 60 days.
Business Valuation
We provide informed valuations for ESOP administration, financial reporting, estate, and gift tax compliance, 409A compliance, fairness opinions, shareholder disputes and/or other litigation matters.
Boutique Firm Attention, Large Firm Execution
Our engagements are more than just transactional. We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to assure the best advice. For our clients, this means a tailored transaction process that strategically aligns with their objectives; for referral sources, this means peace of mind that your clients, borrowers, and/or shareholders are receiving informed and resolute guidance.
Investment Banking That Transcends Industries
SC&H Capital provides measurable business results through broad knowledge that spans prominent industries in Florida. The State is home to a diverse number of family and founder owned companies, from industry leading manufacturers and agribusinesses to hospitality and trusted healthcare service providers. Our unmatched experience in these industries and insight into buyers in the middle-market make us the investment bank of choice for business owners in Florida.
Business & Professional Services
Government Contracting
Healthcare
Manufacturing
Technology
Service Our Referral Sources Can Trust
Our team is dedicated to establishing and fostering trusted, long-term relationships with attorneys, wealth managers, accountants, and bankers. Our referral partners trust us to go deeper, solve complex problems, and capture goal-driven value for shared clients. We make you look good, period.
