Connecting Innovation + Opportunity
HT Capital Advisors, LLC is an independent New York City based investment bank specializing in mergers and acquisitions. Its clientele consists primarily of established and emerging middle market companies throughout the United States and internationally. Additionally, the Firm services family offices, financial sponsors and private equity firms.
The Firm’s guiding principle is that by thoroughly understanding its clients, their businesses, their unique needs and the world of finance, it can create the right solutions to achieve their goals. This is accomplished by combining a compelling diversity of personal talents and experience with the innovation and creativity needed to succeed in today’s rapidly changing financial marketplace.
Mergers & Acquisitions
HT Capital Advisors’ merger and acquisition professionals have a wealth of hands-on experience in the world of finance and business. When contemplating a sale or acquisition for all, a majority or minority position in a company, HT Capital’s senior bankers can help evaluate a broad range of options and consider the significant aspects of a situation to identify the areas of greatest potential or difficulty affecting a transaction such as: valuation; financing; human resources; competition; family & personal issues, etc.
Our bankers have years of industry experience and extensive contacts around the globe with both strategic acquirers and leading private equity firms. Clients are guided through each step of the process to help assure maximum results. HT Capital takes the time to understand its clients’ needs and objectives in order to achieve the best possible outcome.
Retained Search
HT Capital’s Retained Search is a unique service that identifies, evaluates and aids in the acquisition of potential targets for clients. The Retained Search team first works with each client to develop a set of screening criteria for acquisition candidates based on their strategic objectives. After this initial screening, qualified targets are further profiled and selectively contacted to explore a potential acquisition or merger. HT Capital’s M&A professionals represent the client throughout the acquisition process to successful conclusion.
HT Capital’s Retained Search product is offered to both public and private companies as well as financial institutions such as private equity firms, and can be tailored to fit a wide range of size, geographic and industry sector-related specifications.
Asset Management
Clients frequently asked our advice about investing the capital from the sale of their business. From asset allocation to picking the best of class to manage assets, we can guide investment choices through our conflict-free and unbiased platform. The process of managing new wealth presents a complex challenge which involves:
• Defining financial objectives to fit lifestyle choices.
• Knowledge of the risk and return characteristics embedded in the available investment options.
• Selection and monitoring of asset managers and their different offerings.
• Access to aggregated data provided by different parties so as to make high quality decisions in the framework of the client’s total net worth.
We welcome the opportunity to meet confidentially with potential clients to discuss and assess needs, goals and overall family objectives.
Financial Advisory
Having extensive and broad deal experience as well as ongoing financial and business management expertise, the Firm is often called on to provide additional consulting services. HT Capital has the capabilities to systematically analyze, review, recommend and help implement solutions for situations such as:
• Corporate Divestitures
• Management Buyouts
• Structuring Buyouts for Key Shareholders
• ESOP
• Strategic Corporate Alliances
• Strategic Planning