Access to Capital Directory
Published February 18, 2013
Eisen Fox & Company LLC
735 N. Water St., Suite 702
Milwaukee, WI 53202
Key Contact:
Victoria Fox
Cindy Steffes
Jeff Trader
Phone: (414) 315-2811
Fax: (414) 455-1002
Year Founded: 2010
General Business Description: Merger and acquisition advisory for businesses with $10-$100 million revenue, assisting with sales, divestitures, acquisitions and negotiated deals.
Two most common transaction sizes:
$10 mil - $19.9 mil
$5 mil - $9.9 mil
Top three industries in which transactions have been conducted:
Manufacturing
Wholesale
Business Services
Access to Capital Services : Acquisition Agreement
Acquisition Review
Closing
Due Diligence
Exit Strategy
Financial Analysis
Letter of Intent
Management Buyout
Negotiation
Offering Materials
Prepare Company for Sale
Private Equity Acquisition
Recapitalization
Strategic Acquisition
Transaction Marketing
Transaction Review
Transaction Strategy
Valuation
Banks/Credit Unions
Investment Banking & M&A Firms
Number of investment bankers on staff: Under 5
Total number of transactions closed in past 18 months: 3 to 7
Percentage of transactions, buy vs. sell: 10% buy, 90% sell
Current transactions under Letter of Intent: Under 2
Private Equity Groups
Accounting, Legal & Valuation Firms
Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies