Owners of middle market companies face unique challenges when it comes to addressing critical strategic issues such as the sale, refinancing or strategic analysis of their businesses. Efficient access to buyers, sellers and investors can be significantly more challenging in this market. DHGCF’s exclusive focus on this market provides our clients the highest quality service available and can make a significant positive impact achieving the financial goals of the clients we work with.

Our financial skill set in mergers and acquisitions, principal investing, executive management and corporate finance as well as our significant transaction experience provides a unique perspective of the marketplace. We enjoy working directly with the owners of middle market businesses and understand that each of our engagements often represents the most important financial event in a company's history. 

  • INVESTMENT BANKING FIRM with middle-market experience
    and knowledge of the unique challenges
    these organizations face
  • CLIENT-FOCUSED providing senior level, quality advice
    to owners, boards, and shareholders
  • ASSISTANCE with mergers and acquisitions
    and the private placement of debt
    and equity securities
  • STRATEGIC SERVICES for what could be the most important
    financial event in a company's history

DHGCF’s clients typically face a unique set of financial and strategic issues that require thoughtful solutions.

Transition and succession planning involve intentional preparation using an established process that can enable owners to transition their business at the right time and on the best possible terms and conditions. Some of the key components to a successful transition and succession planning process include goal setting, business and tax planning, continuity planning and estate planning.

A properly established exit plan can help owners create a roadmap to enhance value. Without a well-developed transition plan, there can be adverse tax consequences and limited options for a successful exit in the future.

DHGCF has extensive experience providing mergers and acquisitions advice to owners and shareholders of middle market companies. We provide our clients with high-quality investment banking services, typically only available to larger companies from full service financial institutions. DHGCF’s merger and acquisition practice includes sell side and targeted buy side services.

Our role in merger and acquisition assignments is to:

  • Supply market presence and knowledge
  • Enhance credibility of transaction process
  • Provide analytical support
  • Manage transaction process
  • Assist with negotiations
  • Act as intermediary.
Sell-Side Services

DHGCF adds significant value during a sell-side assignment through the coordination and execution of a well-managed marketing process. We structure each process to meet the client's specific goals. With significant experience managing sell-side and divestiture processes for corporations, private equity groups and individual business owners, DHGCF provides knowledge and appropriate resources throughout each stage of a transaction. A professionally managed process creates a competitive environment that typically produces an increase in value and improved terms that can greatly exceed the cost of our services.

We strive for the following level of service for clients who utilize DHGCF’s Sell-Side Services:

  • Close the transaction in a timely manner
  • Achieve the best offer available in the market
  • Maximize their strategic and financial options
  • Minimize disruption to the company during the process 
  • Maintain strategic options and flexibility.
Targeted Buy-Side Services

DHGCF provides buy side advisory services in targeted situations for clients in structuring, negotiating and closing strategic acquisitions of companies, divisions and product lines. We are intimately involved from start to finish, from concept through completion of a specific project. We aim to learn as much as possible about our client's products, markets and industry to develop the most appropriate strategy to meet their objectives. DHGCF provides the experience necessary to complete acquisitions on favorable terms.

We aim to achieve the following goals for clients who utilize DHGCF’s Buy-Side Services:

  • Negotiate the best offer available for the transaction
  • Take full advantage of their strategic and financial options
  • Limit disruption to the company during the process
  • Close the transaction in a timely manner.

DHG Corporate Finance provides a full range of financial advisory services to companies of all sizes. These services typically address critical strategic issues impacting shareholder value and management's ability to effectively run a business. In all assignments, our approach is tailored to meet the client's specific objectives.

DHG Corporate Finance’s financial advisory services include:

  • Advising in mergers and acquisitions, including sell side and targeted buy side assignments
  • Structuring leveraged transactions such as management buyouts, ESOP's and recapitalizations.
Leveraged & Management Buyouts

DHGCF’s partners have extensive experience working for and with private equity funds investing in leveraged and management buyouts. Our combination of principal investing and investment banking experience as well as our history of working with capital providers makes us uniquely qualified to assist management teams through the buyout process. We assist management teams through all aspects of the transaction including valuation, structure, sources of capital and closing. Through our extensive database of professional services firms, we also can assist management teams in the selection of legal counsel and accountants.

Strategic Advisory Services

In addition to services performed as part of our merger and acquisition practice, DHGCF provides strategic advisory services. We can assist companies in analyzing and evaluating the prospective impact on value of various financial and strategic alternatives, in connection with mergers, acquisitions, tax and estate planning, ESOPs and other transactions.

Our capabilities in providing services include:

  • Analyzing a company involved in a proposed transaction through a variety of analytical valuation methodologies
  • Preparing and delivering a detailed presentation of our conclusions
  • Serving as an expert witness to defend an opinion or valuation if challenged as part of a legal or regulatory proceeding
  • Providing valuation guidance for the redemption of an individual shareholder interest from a private company
  • Providing valuation guidance to a company considering a merger, acquisition, public offering, employee stock ownership plan ("ESOP") or other type of transaction
  • Reviewing strategic alternatives
  Email Us

Marcus Fariss
Managing Director

Jon Hottinger
Managing Director

Martin Schlaeppi
Managing Director


191 Peachtree Street NE, Suite 2700
Atlanta, GA 30303

615 S. College Street, Suite 700
Charlotte, NC 28202

One James Center | 901 East Cary St., Suite 1000
Richmond, VA 23219

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