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Frequently Asked Questions

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What is Lexington's "Advisory Approach"?

Prior to developing and recommending any business or financial strategy, Lexington works closely with its clients to fully understand their business and industry, and to determine and articulate their goals and the time frame for achieving them. We recognize that the quality and value of our counsel are intimately linked to how informed we are and how accurately we understand and evaluate each clients’ unique situation. The capital raising, M&A and financial restructuring process are a cooperative one; and must rely on the compatibility and commitment of both Lexington professionals and its clients.

Because each assignment is time and people intensive, Lexington undertakes only a limited number of engagements at any one time. Once engaged, we assemble a specialized deal-team for each transaction with two senior members of the firm being assigned to each engagement. And, each client is assured of not only attention and coverage at all times, but is also able to draw upon the expertise and experience of various Lexington professionals in a wide variety of transactions and industries.

Our professionals assist client companies in assessing present and future capital requirements, developing appropriate capital strategies, assist in drafting financing memorandums, offerings and collateral material, preparing management for presentations to capital sources, evaluating financing proposals, managing the due diligence process, and negotiating the structure and terms of the transaction. Specifically we:

Help package your story

  • Assist in business plan development
  • Model financial results
  • Present the story effectively
  • Address the concerns of the audience

Structure the deal

  • Identify the finance alternatives
  • Analyze retained benefits
  • Tailor to specific needs
  • Assets Valuation

Market the Offering

  • Utilize extensive contacts and relationships
  • Target appropriate institutions
  • Manage timing of proposals


  • Buffer any friction
  • Provide an additional channel of communication
  • Know where & how to press


  • Organize the team
  • Spearhead the negotiation process
  • Evaluate cost-effective terms sheets
  • Select compatible financing source(s)
  • Press towards closing
  • Keep the effort on track

Achieve results

  • Bring the transaction to a timely close

Often, in a M&A project, business owners of private companies have a significant portion of their net-worth invested in a business, and we are committed to maximizing the realization of that value. In connection with our M&A practice, we understand the emotional issues confronting the seller of a privately-held business: the commitment to long-time employees, issues of family succession and job preservation, and the frequent desire to remain active in management, at least during the transition from one owner to the next. Because of our experience in structuring many of these transactions for buyers (for whom smooth transitions are a priority), Lexington is unusually sensitive to resolving these concerns and experienced in negotiating appropriate outcomes and solutions.

Lexington’s professionals offer clients both significant transactional experience and hands-on operational expertise. In connection with our restructuring practice, Lexington professionals, at times, have been called upon to assume day-to-day management of businesses and to work with existing management teams to restructure and revive companies with serious financial, operational and/or strategic problems. We know from first-hand experience the requirements and skills necessary to run a successful business, or revive a faltering one.

Finally, the firm’s deep relationships within the private equity community and with institutional investors, commercial lenders, pension funds and finance companies provides an array of sources for equity, mezzanine, subordinated and senior debt. Transaction expertise includes funding for growth and acquisitions; restructuring or refinancing existing debt; and recapitalizations associated with ownership transition and/or liquidity.