Investment Banking & Advisory | Pennsylvania
M&A Solutions for Middle Market Companies in Pennsylvania
SC&H Capital is an investment banking and advisory firm that specializes 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 execution excellence delivers outstanding results for business owners in Pennsylvania.
Demonstrated Financial and Advisory Expertise
Our team has completed over 800 M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion. Our independent advice and experience executing diverse transactions positions us to deliver tailored solutions aligned with our clients’ goals.
Mergers and Acquisitions
Design and execute sell-side M&A processes that create maximum negotiating leverage and produce optimal results for privately held companies in Pennsylvania.
Employee Stock Ownership Plans (ESOP)
Evaluate, structure, and execute ESOP transactions for Pennsylvania-based companies, trustees, and selling shareholders with a deep understanding of the regulatory, tax, and financing complexities and opportunities that often present.
Special Situations M&A
Partner with bankruptcy attorneys, business owners, chief restructuring officers, and creditors to provide an insightful, proven process and the right distressed M&A approach to quickly address challenging situations.
Business Valuation
Valuations for 409A compliance, ESOP administration, estate and gift tax compliance, fairness opinions, financial reporting, and in connection with shareholder disputes and/or other litigation matters for Pennsylvania-based businesses.
Boutique Firm Attention, Large Firm Execution
We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to ensure 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 informed and resolute guidance.
Investment Banking That Transcends Industries
SC&H Capital provides measurable business results for prominent family and founder-owned companies in Pennsylvania, including the state’s leading manufacturers, innovative technology firms, and trusted B2B service providers. Our unparalleled industry experience and insight into buyers in the middle market make us the investment bank of choice for Pennsylvania business owners.
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 sources trust us to go deeper, solve complex problems, and capture value for shared clients in Pennsylvania.
