Mergers & Acquisitions

Situational Analysis

Provide valuable insights into a borrower’s financial position and provide in-depth analysis of management, operations, market position, cash flows, and other critical factors.

Assessment of Valuation Approach

Determine, communicate, and implement the most applicable and appropriate valuation methodology.

Enterprise Level Valuation Services

Gain insight into the economic drivers of your enterprise with a valuation approach tailored to your specific business, in order to derive a well-supported and accurate value.

Competitive Market Assessment and Benchmarking

Identify an accurate, comparable set of companies for any business. Provide practical insight to our clients as to how their operations align with the marketplace.

Identification of Strategic or Financial Acquirer

Pinpoint the proper buyer for your business in order to close a transaction swiftly and efficiently.

Purchase or Sale Transactions

Contribute sound and expert counsel on every aspect of the transaction from both buy and sell-side perspectives.

Going Private Transactions

Offer strategic advice on going private transactions including structure, timing, and disclosure.

Tender Offer Analysis

Analyze tender offer structures as well as SEC compliance requirements.


Review just a few of our recent Lender Advisory Services success stories. We are happy to discuss any similar needs you may have.
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Waste & Recycling

Sell-Side M&A

Regional Commercial & Residential Waste and Recycling Service Provider: California

MCA was retained by management pursuant to a forbearance agreement with the company’s lenders to oversee operations and assist with a refinancing, or sale, of the company. MCA worked with the leadership team to divest unprofitable subsidiaries, manage cash flow in times of cash constraints, and formulate an exit strategy that would benefit the Company’s ESOP shareholders while operating within the lender imposed time constraints. MCA ultimately helped the company complete a sale transaction that repaid all creditors and resulted in a favorable share price.



Valuations and Opinions to Support Share Repurchase Program

Global Designer and Manufacturer of Equipment Supplied to Telephone and Cable Network Operators: California

MCA was retained by management to perform a valuation of the company, in conjunction with a buy-back plan from minority shareholders, of this formerly publicly traded firm. MCA completed the valuation and prepared a valuation report that was distributed to the minority shareholders along with a tender offer. Management was successful in completing the repurchase of minority shares at a defensible value, which was mutually beneficial for the company and the minority shareholders.


Ice Cream

Business Valuation

International Franchisor – Premium Ice Cream

MCA provided business valuation services to the board of this firm to assist the board in an independent determination of fair market value during a business sale process. MCA’s analysis included in excess of 1,400 store locations, including both franchisee and company-owned stores.


“You have our personal commitment that MCA will provide the highest quality work to its clients in a timely manner. Confidentiality and trust are important ingredients in any business relationship and MCA is committed to these values.”


MCA Financial Group provides senior-level teams that specialize in four practice areas to meet your financial and business needs. Each team is directed by an accomplished Senior Managing Director who possesses the requisite frontline experience necessary to provide personalized attention.