Providing highly skilled Investment Banking and Merger and Acquisitions Advisory Services to lower middle market companies.
ABOUT
INVISION CAPITAL ADVISORS
ABOUT
INVISION CAPITAL ADVISORS
Invision Capital Advisors (ICA) is a specialized Investment Bank and Merger & Acquisitions Advisory firm.
​
Invision Capital Advisors was created to serve a specific niche in the marketplace that has been ignored or underserved by traditional Investment Banks and M&A Advisors. Co-Founders, Eric Dunn and Robert Castillo noticed a lack of options for businesses in this market, finding that only small boutique firms with inadequate resources or big bulge firms that would only dedicate junior level skill sets were the only options for businesses of this size. ICA created a firm with a highly specialized team of experts possessing complementary skill sets to provide clients with the perfect mix of big firm talent and boutique firm care and focus.
Our Firm
-
Headquartered in Chicago, IL
-
20+ Private Equity and Investment Banking Professionals
-
Advisory & Operating Partner Network of CEOs and Former Business Owners
​
Our Experience
-
200+ Years of Combined Mergers & Acquisitions Experience
-
500+ Transactions Completed
​
Our Focus
-
Lower Middle Market Companies
-
Food & Beverage, Industrial Manufacturing and Technology Services Verticals
-
Flexible Capital Solutions and Sound Advisory Services
OUR SERVICES
Sell-Side Advisory
​
Strategic Sales
-
Identify strategic buyers and their respective synergies
-
Maintain strict levels of confidentiality
-
Create a competitive and engaging process
-
Qualify buyers to ensure ability to make compelling offers
-
Generate the best offers in terms of valuation and terms
-
Professional support and negotiation​
​​
Key Criteria: Over $10M in sales, breakeven or clear path to profitability
Recapitalizations
-
Receive backing from private equity firms or family offices
-
Provide shareholder liquidity
-
Accelerate the growth of the business
-
Gain the support of other experts in the industry
-
Better position the company by increasing its value
​​
Key Criteria: $3M - $25M in EBITDA, Management Team with "equity like compensation"
Buy-Side Advisory
​
Strategic Acquisition
-
Identify companies meeting buyer’s criteria and engage owners directly and confidentially
-
Shortcut the time required for organic market penetration, talent or capability enhancement
-
Decrease exposure from customer concentration levels
-
Increase the buyer’s enterprise value
​​
Key Criteria: Available funds, diverse enough for target's success
​
​
Co-Investment Services
-
Receive backing from private equity firms or family offices
-
Secure funding to execute strategic acquisitions
-
Identify either Invision as co-investor or third-party sources such as debt (senior or sub-ordinated) or equity
-
Create mutual alignment for the buyer’s success
-
Drive speed and certainty to close
​​
Key Criteria: $3M - $25M in EBITDA or strong hold potential
Special Situations
ICA can also assist businesses with unique opportunities that arise, such as the following:
​
-
Handling an unsolicited offer from a competitor
-
Negotiating with an interested Private Equity firm
-
Business Partner transitions
-
ESOP Programs
-
Growth Capital Options
-
Banking relationships and funding
​
​​Invision Capital has helped numerous clients through these challenges and can customize a special service offering to meet your unique situation.
EXPERTISE
Invision Capital Advisors has deep expertise and experience with lower middle-market companies defined as companies with:
-
Revenues between $10 Million and $500 Million; and/or
-
EBITDA between Breakeven and $25 Million
​
The leadership team has over 200 years of combined transaction experience with deep expertise
in the following Industries:
Subsectors
Cooking Equipment
Repair / Maintenance Services
Food Service
Distribution
Ingredients
Subsectors
Software-as-a-Service
Healthcare Technology
Infrastructure
Staffing / Consulting
Managed Services
Subsectors
Metal Fabrication
Injection Molding / Plastic Packaging
Chemicals / Finishing
Tool & Die
Branded & Custom Products
WHAT OUR CLIENTS SAY
INVISION CAPITAL TEAM
CONTACT
INVISION CAPITAL ADVISORS
OUR ADDRESS
For any general inquiries, please fill in the following contact form: