Capital
Investment banking with a personal touch. We help you navigate complex financial transactions and maximize business value throughout your lifecycle, providing informed guidance for long-term success.
Mergers & Acquisitions
Maximize the value of your business and build your exit strategy with confidence. Our expert advisors provide thoughtful guidance, connect you with the right buyers or investors, and negotiate optimal outcomes to guide founder- and family-owned businesses through successful M&A transactions.
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Employee Stock Ownership Plans (ESOP)
Evaluate feasibility, structure your ESOP, and execute successful ESOP transactions with our specialized team. We offer deep regulatory and financial expertise to help companies, trustees, and selling shareholders establish and maintain well-designed ESOPs.
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Special Situations Investment Banking
Preserve your business and recover faster. We help bankruptcy attorneys, restructuring officers, creditors, and business owners facing challenging situations to find the right path forward in as little as 60 days, providing indispensable insights and a proven approach to turn around their business.
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Business Valuation & Litigation
Gain a clear understanding of your business’s value and unlock better negotiating power with SC&H. We offer objective, independent valuations for financial reporting, estate and gift tax compliance, 409A compliance, and support with shareholder disputes and other litigation matters.
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Capital Markets
Leveraging our extensive lender relationships, bank and non-bank, we provide a customized, proven, industry-agnostic approach to raising debt through privately marketed and negotiated transactions that offer the best possible terms, including Debtor in Possession (DIP) loans and rescue financings.
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Representative Transactions
SC&H Capital works with middle-market companies and business owners across a range of industries at different stages in their business lifecycles to position them for success. These are the transactions our team has completed to date.
LEARN MOREInvestment Banking & Advisory for Middle Market Companies
As your trusted advisors, we care about your success as much as you do. This means you’ll never receive generic advice, but instead thoughtful guidance tailored to your goals. We blend decades of deep industry experience with creative thinking to deliver exceptional outcomes for your business and stakeholders.
800+
Deals Closed Since 2005
25+
Years in Business
$11B+
Aggregate Economic Value Generated
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 and counsel. For our clients, this means a tailored transaction that strategically aligns with their objectives; for referral sources, this means peace of mind that your clients, borrowers, and/or shareholders are receiving the most informed and resolute guidance.
MEET YOUR TRUSTED ADVISORS
“SC&H Capital’s industry experience was invaluable. Not only did they guide both leadership teams through the transaction, but they also helped my family navigate the complexities of the M&A process and properly plan for Ridge and Bechdon to reach the next level of success.”
David Tracey
President & CEO, Ridge Engineering and The Bechdon Company
“Based on my experience in 26 years of banking, there are only two firms to which I would offer my unconditional recommendation and SC&H Capital is one of them. In every instance, Ken Mann and his team exceeded the expectations that we had established at the onset of the specific engagement.”
Allan Siegel
CFO, Northwest Bank (formerly Sr. Credit Manager at Wachovia)
“Our long-standing relationship with SC&H Capital and Greg Hogan allowed us to establish trust in their process and expertise, and their guidance in evaluating the ESOP transaction was invaluable in reaching a successful outcome for the future employee-owners of HMS.”
Leah Heimbach
President, Healthcare Management Solutions
The Expertise You Need for the Future You Want
You’ve got a vision for the future of your business—we’ll help you get there with ease. Count on us to understand your needs, precisely navigate the middle market, and build the legacy you seek.
Senior-Level Attention
We never pass down your complex needs to junior advisors. Your personalized advisory team of 3-4 dedicated members is led by the same senior partner spearheading your strategy, execution, and negotiations with buyers.
Unrivaled Expertise & Support
Get the support of a seasoned investment banking team, powered by one of the nation’s fastest-growing consulting firms. We bring together expertise and resources from our accounting, tax, finance, and transformation groups to bolster even the most challenging projects for guaranteed success.
Creative, Hands-On Approach
We tailor every engagement to maximize valuation, close deals faster, and minimize risk. Our tenured investment bankers bring creative thinking and strong network to uncover opportunities others might miss, ensuring outcomes that perfectly align with your goals.
Investment Banking That Transcends Industries
SC&H Capital provides measurable business results through broad knowledge that spans multiple industries and specialized relationships. Our unparalleled insight into buyers in the middle market, paired with our international affiliations, has positioned us as a leading investment banking and advisory firm.
