WHAT WE DO
Our Services
Financial solutions for capital raising, acquisition strategies, and private equity management.
Business Valuations
Valuing private companies can often be subjective, which is why our approach at Connelly Capital is grounded in our expertise and the standards established by the National Association of Certified Valuation Analysts. We employ a range of methodologies, including asset, market, and income approaches, to derive balanced valuations that accurately reflect a company’s worth.
Our commitment to clarity means that whether we are working with financial institutions, individual companies, or attorneys, we provide thorough explanations of our calculations. In situations involving disputes or negotiations, we act as expert witnesses and advisors, meticulously reviewing valuations and offering independent assessments to support our clients' needs.
Sell Side Advisory
Selling your company is a significant milestone, and at Connelly Capital, we are dedicated to helping you maximize its value. We unlock hidden potential by leveraging our extensive expertise in operational strategy, financial engineering, and mid-market M&A transactions to ensure you achieve the best outcome from your sale.
We understand the hard work you've put into building your business, and as former founders, owners, and operators, we empathize with your journey. Whether you're pursuing new opportunities or looking to convert your hard-earned wealth into cash, we are here to support you. Our team will explore the most effective strategies for marketing your company, identifying the right buyers, and guiding you through every step of the process until the deal is successfully closed.
Buy Side Advisory
Buying a company might seem like a daunting task. Connelly Capital works with clients that want advice on a specific acquisition, as well as clients who seek to grow their business via multiple acquisitions.
Because we’ve founded, owned, operated, bought and sold businesses, we have a deep understanding of the strategic, operational and financial implications of acquiring a business, and can help our clients to plan before they execute. We help our clients define and design their acquisition strategies, identify prospects that fit the strategy, talk to prospects and if open to a process, coordinating the information required for the preparation of indications of interest, comprehensive diligence, deal documentation negotiation, tax structure implications and closing.
Equity Raising
For your business, obtaining the necessary capital can be a major obstacle to growth. We help businesses raise equity, whether it’s startup capital for a new venture or funding for an acquisition or aggressive expansion.
Our services include preparing forecasts, creating business plans, valuing companies, negotiating with potential funders, and suggesting tax structures. With our extensive network, we connect clients to banks, private equity firms, venture capital funds, and private or asset-based lenders. If you’re considering renewing or re-arranging your banking arrangements, we can ensure you get the best value from the market.
Asset Management
We actively manage over $600M+ in private equity non-discretionary and discretionary assets, via our two private equity funds, Connelly Capital Series Fund I, LLC and Connelly Capital Series Fund II, LLC.
We are ready to work with you to understand your specific needs and strategy and design a structure that addresses your investment needs.
Recapitalization
At Connelly Capital, we assist clients in restructuring their capital stack through recapitalization, a strategic process that optimizes a business’s debt and equity mix to improve financial stability and enhance overall performance. Companies often pursue recapitalization to address specific financial challenges, capitalize on growth opportunities, or increase shareholder value.
By analyzing your current capital structure and identifying areas for improvement, we provide tailored solutions that align with your business goals. Our expertise ensures that the recapitalization process not only mitigates risks but also positions your company for sustained growth and success.
Acquisition Financing
Securing the necessary capital is often a significant obstacle to growth for businesses. At Connelly Capital, we assist companies in raising equity, whether for startup capital, funding acquisitions, or pursuing aggressive expansion strategies.
Our suite of services includes preparing financial forecasts, developing comprehensive business plans, conducting company valuations, and negotiating with potential funders. With our extensive network, we connect clients to banks, private equity firms, venture capital funds, and private or asset-based lenders. If you're looking to renew or restructure your banking arrangements, we are dedicated to ensuring you achieve the best value in the market.
New Markets Tax Credits Consulting
Connelly has extensive experience managing the entire life cycle of New Markets Tax Credits (NMTC) allocations and transactions—from sourcing to successful financial close and post-close compliance. Our team has closed over $130MM in NMTC deals, primarily in Puerto Rico.
Our approach includes (i) matching the project sponsor with the appropriate Community Development Entities (CDE), leverage lenders, and NMTC investors based on their investment strategy and market opportunities; (ii) sourcing tax credits, deal structuring, and closing transactions featuring federal NMTCs; (iii) aligning NMTC financing with other economic incentives; (iv) assisting CDEs or QALICBs with any task related to the NMTC program—from preparing, writing, and submitting their NMTC application to NMTC asset management; (v) managing all aspects of deal underwriting for the project; (vi) advising CDEs on project pipeline development; and (vii) developing metrics to measure the community impact and benefit of an NMTC project.
Other Financial Services
At Connelly Capital, we provide expert guidance to clients seeking advice on specific acquisitions as well as those looking to expand their businesses through multiple acquisitions. Our extensive experience in founding, owning, operating, buying, and selling businesses equips us with a profound understanding of the strategic, operational, and financial implications involved in the acquisition process.
We assist our clients in defining and designing effective acquisition strategies tailored to their goals. From identifying suitable prospects and engaging in discussions to coordinating the necessary information for indications of interest, comprehensive due diligence, deal documentation negotiation, tax structure considerations, and closing, we ensure our clients are well-prepared at every stage of the acquisition journey.
