Mike Gilbert

• Deal sourcing and origination
• Deal structuring and negotiations
• Due diligence and valuation
• Capital raising
• Financial modeling and analysis
• Post closing integration
• General banking knowledge

The owner of an Appalachian-based oilfield service company was seeking a growth capital partner to provide financing for his aggressive expansion plans. He led a comprehensive sell-side auction process designed to match the owner’s goals and objectives. The transaction successfully closed and achieved an optimal balance of valuation and cultural fit.

The owners of a Texas-based oilfield service company needed guidance through various phases of their growth cycle and with unique capital needs created by volatility in the sector. The business began as a start-up and soon identified an acquisition target. He led the capital raise anchored by a private equity fund and managed all aspects of the M&A process to secure the target company. A few years later, a severe downturn in the energy sector shifted the company’s needs from growth capital to rescue capital, and I advised the client through recapitalization with the existing PE fund. Several years later Mike advised the Founder through a complex management buyout resulting in the founder regaining 100% ownership of his business. He also sourced and negotiated the acquisition financing needed to close.