Transactions

Baker Tilly Capital, LLC is a specialty investment bank concentrating in merger and acquisition services and buy- and sell-side advisory. Our experienced investment bankers offer a full-service approach before, during, and after a buy-side, sell-side, or corporate finance transaction whether you seek a liquidity event or growth through acquisition.

You will work with a team of investment bankers with extensive M&A and advisory experience. Collectively, members of the Baker Tilly team have led buy and sell transactions representing more than $1 billion in net value to our clients.

Baker Tilly Capital works with you to understand the opportunities and challenges you face, including negotiation strategies, capital structure issues, income tax considerations, and management/ownership dynamics. We take advantage of being part of one of the largest U.S.-based accounting and advisory firms to draw on the knowledge and expertise of other Baker Tilly professionals in tax, industry, operations, accounting, and other disciplines. In addition to our in-house specialists, we leverage our global network, Baker Tilly International, to provide over 25,000 dedicated professionals to serve your local needs.

 

Recent Deals

It's a Win Wind Situation! 
Baker Tilly Capital successfully provided financial advisory and performance improvement services and assisted in turnaround consulting to one of the largest printing companies in the Midwest.

Hot off the printing press...
Baker Tilly Capital successfully provided financial advisory and performance improvement services and assisted in turnaround consulting to one of the largest printing companies in the Midwest.

Did you know the wind is blowing?
As the funding environment for renewable projects begins to regain momentum, connect with Baker Tilly for access to wind, biomass, and solar project opportunities. Our active deal flow consists of mid-stage and mature, ready-to-build projects, ranging from 5 to 200 megawatts of nameplate output.

Flying to new heights...
Baker Tilly Capital was the exclusive financial advisor to Electronic Cable Specialists, Inc. (ECS), a leading designer and manufacturer of electrical and structural products and services for the aviation, medical, and industrial markets on its recent sale to Carlisle Interconnect Technologies, a subsidiary of Carlisle Companies Incorporated (NYSE:CSL).

Kick back with a cold one!
Successful sale of H&M Distributing Company, a beer distributor, to Frank Beer Distributors.

A healthy sale...
Baker Tilly Capital successfully completed the sale of the health and welfare segment of Baker Tilly Employee Benefits, LLC, to Cottingham & Butler.

Now we're into the big stuff!
Successful sale of Mid Valley Industries to Goldner Hawn Private Equity.

Hot money!
Restructured debt, with low-cost New Market Tax Credit-facilitated funding, for a Wisconsin leader in the metal forming industry.

Transportation turnaround...
Baker Tilly assisted an equipment distributor with reorganization, debt negotiation, and operational restructuring.

Steaming ahead…
Market Forge acquired a product line from Stellar Steam.

Got eggs?
Financial advisory services provided for Unlimited Renewables, LLC.

Look who’s tech savvy now…
Lakeview Equity Partners acquired Travel Technology.

It’s electric!

World Class Wire & Cable sold to Anixter International.


This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use. Securities involve risk and possible loss of principal. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Capital, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.

Securities are offered through Baker Tilly Capital, LLC. Member FINRA & SIPC.

Baker Tilly Capital, LLC


Questions about Transaction services?

Contact us!
Jeff Horein, Partner
608 240 2430
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Baker Tilly Experience

"When presented the acquisition opportunity for Travel Technology Group, we needed due diligence, tax and accounting advice, as well as financial services. Baker Tilly delivered seamless service with a detailed report in the timeframe requested. Overall, I was impressed by the partner – led team and continued communication after the final analysis was delivered.  Baker Tilly remained a trusted advisor throughout the entire acquisition process and continues in the role as the company’s auditor today. I would highly recommend them."

Joseph M. Cesarz, Vice President
Lakeview Equity Partners, LLC

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Private Equity

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