From kick-off to closing, Arbor clients receive the partner level attention that larger firms usually reserve for their largest clients. We firmly believe that there is no substitute for experience. Every client we represent can count on prioritized attention until the transaction is closed. We have structured our firm uniquely to serve mid-market companies and our approach is tailored to these needs.
Hands-On Style
We are “roll-up our sleeves” and get the job done people. Our approach starts with a deep analysis of the company's operations prior to putting together analytics and marketing materials.
Negotiation Advice
The negotiations involved in raising capital or selling a company are rarely simple in nature. There are generally many distinct negotiations that we engage in on behalf of our clients, including internal negotiations that may involve founders, management and investors; third party negotiations including contracts with key clients or suppliers; and ultimately negotiations that may be multi-party with possible partners or acquirers. Arbor uses specific methodologies developed at The Harvard Negotiation Project to produce superior results.
Deal Structuring
Arbor has demonstrated a unique ability to creatively structure transactions that meet the specific needs of our clients. We pursue multiple deal types and structures in parallel to insure that the client is able to pick from a menu of options. We have a variety of case studies that illustrate examples of our creative approach to deal structuring which are available upon request.
The Arbor philosophy and approach reflects our belief that value is created by an intense focus on our clients' needs throughout their company's lifecycles. Serving the advisory needs of emerging and mid-market companies is our sole mission. Based in Palo Alto, CA, Arbor Advisors is a broker dealer owned by its Principals.
