Innovation In M&A
Helio Capital Advisors is a unique M&A strategic advisory firm dedicated to helping small to midsize businesses continue to grow their business through acquisitions (buy-side advisory) or prepare for and optimize their exit outcome (sell-side advisory). We serve as our clients’ outsourced corporate strategy/development lead, tapping into our broad network and multi-decade experience within investment banking and as principal investors in private equity. Ultimately, we partner with our clients to provide a level of “in the trenches” strategic insight only gained by living through the full investment lifecycle – well before and well beyond the transaction closing
About The Firm
Founded by a long-time investment banking and private equity veteran with billions of dollars of transaction experience, Helio Capital Advisors seeks to aid small to midsize businesses develop a comprehensive buy-side or sell-side strategy. Leveraging its unique perspective as a principal investor, Helio Capital Advisors is designed to work with buyers and sellers as a trusted extension of their internal team. We support the entirety of the broader buy-side or sell-side process – enabling clients to effectively engage with the most sophisticated sellers and buyers. This differentiated experience and approach is uniquely capable of aiding clients in navigating the increasingly complex M&A landscape and driving positive, outlier outcomes.
Helio Capital Advisors is headquartered in Los Angeles, CA.
Services
Strategic Consulting
- Market Evaluation
- Competitive Benchmarking
- Business Assessment
- Strategic Planning
Buy-Side Advisory
- Entry Preparation
- Process Launch
- Process Management
Sell-Side Advisory
- Exit Preparation
- Process Launch
- Process Management
“We shall either find a way or make one”