What We Do
Izar Capital is a partner-owned, independent, conflict-free, private market merchant bank/strategic advisory group that focuses on advisory for middle-market transactions. We are known for our effectiveness and our unswerving dedication to our clients and solving their most difficult challenges.
Our team has successfully completed hundreds of middle-market transactions totaling over $18 billion, spanning Strategic Advisory assignments, Joint-Ventures, Mergers & Acquisitions and Corporate Finance (Debt and Equity).
We have a particularly robust experience navigating the cultural waters between Spain, the US and Latin America, having executed dozens of cross-border transactions for leading Spanish companies over the past 20 years, as they seek to to enter or expand into the US/Latam marketplaces. We have gained an in-depth understanding of the unique challenges (financial, cultural and operational) involved in developing a new venture in the U.S. and have a proven track record of successfully bridging the Atlantic for both multi-national firms as well as middle-market enterprises, spanning industrial, information technology, healthcare, logistics, energy and other sectors. In addition, we have developed an extensive network of relationships in private equity, finance and industry in the U.S., Spain and Latin America which serve as growth partners for our clients.
Our team has successfully completed hundreds of middle-market transactions totaling over $18 billion, spanning Strategic Advisory assignments, Joint-Ventures, Mergers & Acquisitions and Corporate Finance (Debt and Equity).
We have a particularly robust experience navigating the cultural waters between Spain, the US and Latin America, having executed dozens of cross-border transactions for leading Spanish companies over the past 20 years, as they seek to to enter or expand into the US/Latam marketplaces. We have gained an in-depth understanding of the unique challenges (financial, cultural and operational) involved in developing a new venture in the U.S. and have a proven track record of successfully bridging the Atlantic for both multi-national firms as well as middle-market enterprises, spanning industrial, information technology, healthcare, logistics, energy and other sectors. In addition, we have developed an extensive network of relationships in private equity, finance and industry in the U.S., Spain and Latin America which serve as growth partners for our clients.
Over the past 25 years, our principals have developed a wide-ranging network of relationships in the U.S. and strengthened our core competency of identifying and closing tangible business opportunities for our clients. In addition, our partners have an extensive history of closed M&A and Joint Venture/Partnership deals in the middle market, numbering over several hundred since our inception, with a value of over $14 billion.
At Our Core, We Build Businesses. We are expert business tacticians and strategists, and pride ourselves on execution and operational excellence. We are generalists, but have, over the years, developed specialized expertise in various industries:
Our Key Differentiators:
At Our Core, We Build Businesses. We are expert business tacticians and strategists, and pride ourselves on execution and operational excellence. We are generalists, but have, over the years, developed specialized expertise in various industries:
- Industrial
- Business Services
- Manufacturing
- Energy (oil and gas, renewables-solar, wind and biofuel)
- Tech, Media, Telecom
Our Key Differentiators:
- Senior-level, deep-dive involvement at all stages of engagement
- Consultative, sophisticated, hands-on approach to understanding and working through solutions
- Unique market insights based on long history of transaction experience
- Granular understanding of our clients' businesses, strengths, weaknesses, competitive position and hidden opportunities
- Rigorous focus on deal preparation and on-going process management
- Extensive experience with complex transactions
- Deep and broad base of relationships with key market participants (operators, financiers, professionals, government and agency)
- Focus on client operational performance improvement and operational execution excellence
Our Services
- Strategic Advisory
- Joint-Ventures / Mergers and Acquisitions / Strategic Investments
- Corporate Finance / Capital Raising
- Multi-Lateral Finance Institutions
Strategic Advisory
Strategic Advisory encompasses Izar Capital's consultative, custom-made approach to advising Boards of Directors and executive management teams as they engage with the uncertainties and subtleties of the regular market fluctuations they face. Clients engage us to assist them with their efforts to think through and execute upon plans to improve operational and financial challenges.
Activities Include:
Joint-Ventures / Mergers and Acquisitions / Strategic Investments
Over the years, our professionals have amassed a wealth of experience of combining finance, operations and strategy toward the goal of building businesses, from the top to the bottom. We also have extensive experience in cross-border transactions worldwide, having completed multiple inter-country deals.
Broad Activities Include:
Specific Activities Include:
Corporate Finance / Capital Raising
We have extensive experience assisting stable, financially bankable enterprises in their corporate finance needs, across the capital spectrum. Our clients' capital needs include acquisition financing, growth capital, capital expenditure finance and project finance. We maintain relationships with commercial banks, private equity firms, institutional commercial finance companies, mezzanine lenders, buyout funds and sale/leaseback financiers.
Our key value is the judgment and expertise required to arrange capital where there is proper alignment between the capital provider and our client in respect of industry knowledge, business strategy and working relationship.
Activities Include:
Multi-Lateral Finance
Over the past 15 years, Izar principals have developed significant experience in assisting clients in leveraging their capabilities in order to successfully identify, bid, negotiate and win projects throughout multiple geographies sponsored by leading US-based Multilateral Financial Institutions (“MFI”s) such as the Inter-American Development Bank ("IDB") and the World Bank.
Activities Include:
Strategic Advisory encompasses Izar Capital's consultative, custom-made approach to advising Boards of Directors and executive management teams as they engage with the uncertainties and subtleties of the regular market fluctuations they face. Clients engage us to assist them with their efforts to think through and execute upon plans to improve operational and financial challenges.
Activities Include:
- Private equity and debt investment analysis, valuation and advisory
- Building management teams and Board-level expertise
- Corporate organization and structure
- Strategic decision-making (analysis, planning, execution and management)
- Corporate finance strategy, tactics, methods and systems
- Strategic alternatives analysis, review, feasibility and execution
- Operational business planning, strategy and execution
- Debt restructuring advisory and analysis (covenants, amendment negotiations)
- Strategic Corporate and Project Finance Advisory
- Capital structure analysis
- Optimization of human capital
- Special Board Committee assignments
Joint-Ventures / Mergers and Acquisitions / Strategic Investments
Over the years, our professionals have amassed a wealth of experience of combining finance, operations and strategy toward the goal of building businesses, from the top to the bottom. We also have extensive experience in cross-border transactions worldwide, having completed multiple inter-country deals.
Broad Activities Include:
- Corporate Alliance and Joint Venture formation
- Sell-side / Buy-side M&A advisory
- Cross-border advisory
- Management buyout advisory
- Distribution agreements
- Licensing agreements
Specific Activities Include:
- Strategic option review
- Market assessment diligence
- Development of target acquisition and/or JV criteria
- Identification and analysis of specific targets
- Confidential discussions with targets to gauge interest in partnership
- Conducting due diligence (legal, operational and financial) on prospective partner
- Transaction management, negotiations, structuring and execution
- Post-deal operations and management oversight
- Acquisition and sale of distressed businesses, assets or divisions
- Development of pre-divestiture objectives
- Creation of target buyer/partner list and contact initiation
- Orchestration and management of rigorous sale-marketing process (critical to minimizing management distraction)
Corporate Finance / Capital Raising
We have extensive experience assisting stable, financially bankable enterprises in their corporate finance needs, across the capital spectrum. Our clients' capital needs include acquisition financing, growth capital, capital expenditure finance and project finance. We maintain relationships with commercial banks, private equity firms, institutional commercial finance companies, mezzanine lenders, buyout funds and sale/leaseback financiers.
Our key value is the judgment and expertise required to arrange capital where there is proper alignment between the capital provider and our client in respect of industry knowledge, business strategy and working relationship.
Activities Include:
- Private debt advisory (senior, asset backed, term loans, mezzanine, 2nd lien and stretch senior, project finance)
- Private equity advisory with institutional investors (preferred, structured preferred, hybrids)
- Capital Equipment purchase finance
- Sale / Leaseback finance
- Trade finance
- Factoring and Purchase Order finance
- Capital structure analysis and optimization
- Strategic partner capital (geographic expansion, new business line, access to technology, supply chain expansion)
Multi-Lateral Finance
Over the past 15 years, Izar principals have developed significant experience in assisting clients in leveraging their capabilities in order to successfully identify, bid, negotiate and win projects throughout multiple geographies sponsored by leading US-based Multilateral Financial Institutions (“MFI”s) such as the Inter-American Development Bank ("IDB") and the World Bank.
Activities Include:
- Assisting the client in defining core competencies and targeting specific sectors and regions
- Identification of large-scale project opportunities within the MFIs and governments within core-defined countries
- Managing and supporting the general process of identification, bidding and negotiating contracts on behalf of the client
- Generating and managing prospective alliances for multilaterals and eventually for other business opportunities
- Generating shared learning that could be leveraged in other multilaterals (inside & outside U.S.)
- Positioning the Client as a reliable, viable, credible source of products and services for decision makers in the MFIs