Barman Capital

Barman Capital LLC is a boutique investment bank, formed in 1994, with offices and professionals in New York City and Los Angeles. We focus on providing transaction-oriented strategic and financial advice to a select group of medium-sized and smaller privately held and publicly traded companies who wish to sell, merge, acquire or raise private capital for growth. Our assignment is to effect and complete the transaction that best meets each client’s specific and individual corporate and personal goals.

We provide our clients with:

• direct, personal, objective and focused senior-level strategic advice;
• detailed valuation and financial analyses and models; and
• hands-on marketing, structuring, processing and negotiating

Our transactional focus lies in the areas of:

• sales, mergers and recapitalizations to and with both strategic and financial buyers;
• acquisitions, including formal active acquisition identification programs;
• privately placed financings of equity and debt to accelerate growth and for acquisitions;
• strategic planning to best achieve each client’s corporate and personal goals;
• business relationship formations, such as joint ventures and affiliations; and
• valuation analyses.

Barman Capital LLC has completed a wide variety of mergers and acquisitions on behalf of companies of all sizes and in many industries, always working directly with the owners, entrepreneurs, managers, officers and Boards of Directors of its clients.

We specialize in representing and advising the owners and operators of privately held and small-cap or mid-cap publicly traded companies who wish to consider the possibility of a sale. Our sales clients generally have annual revenues between $10 and $90 million, operating across a broad range of industries. We regularly represent businesses built and run by families and entrepreneurs who wish to sell or merge.

Our financing clients are generally early-stage (but not seed or start-up companies) private companies operating in technology and other high-growth industries, with past financings, established operations, proprietary and defensible business plans, and existing customers. They generally seek $5 - $50 million of institutional private capital to achieve their growth objectives. We have long-standing relationships with hundreds of the best venture capital, leveraged buyout and mezzanine private equity firms in the country.

Our firm was founded to be a generalist firm, solving the problems that are common to a variety of enterprises, regardless of industry. Our past and current clients cover a broad and diverse range of industries, including manufacturing, technology, business and financial services, distribution, restaurant and retail chains, food and other consumer products, direct marketing and media and publishing. Our clients are located nationwide.

Mergers and Acquisitions
Transaction Size $10 - $90 million of enterprise value

Stage of Business Run-rate EBITDA of at least $2 million

Private Financings
Transaction Size $5 - $50 million of equity or subordinated debt

Stage of Business “B” and “C” rounds, but often first institutional round
Run-rate revenues of at least $3 million

Strategic Planning & Valuations
Sample Advisory Services Formal programs to search, identify and target acquisitions
Long-term planning for ownership and operations
Structured SWOT analysis
Business, industry and competitive landscape analysis

Valuations Estate planning; Charitable donations of private company stock; Informal fairness opinions; ESOPs; Spin-offs

Industries Served Business Services; Direct Marketing; Distribution; Financial Services; Food and other Consumer Products; Manufacturing; Media and Publishing; Restaurant and Retail Chains; Technology (including network, software, telecom, wireless)