Investment Banking

WE DELIVER ADVICE FROM A BROAD PERSPECTIVE TEMPERED WITH PERSONAL COMMITMENT. Our Investment Banking Department draws on the tradition of building long-term relationships, providing unvarnished advice and leveraging our principal mentality to a national group of clients.

Valk Capitals' long history as a principal investor provides the firm with a unique perspective on strategic transactions. We bring significant professional experience and financial resources to the table and provide our clients with expert financial, strategic and tactical advice.

Over the last five years, Valk has advised clients on more than 22 merger and acquisition transactions with aggregate transaction value in excess of $17 billion dollars. We frequently act as intimate strategic advisor to boards deliberating significant corporate transactions, and we have delivered 12 fairness opinions since the beginning of 1996. We provide independent advice when our clients need it most, including activist shareholder situations and hostile defense assignments, where shareholder value is a premium.

Small & Middle-Market Transactions
In addition to this depth of large transactional experience, Valk has built a strong presence in the small- and middle-market M&A area, characterized by privately held and publicly traded companies valued from $50 million to $500 million.

Trusted Advisor
In many cases, Valk M&A transactions have transformed our clients into industry leaders. Our clients rely on the depth of our knowledge and experience and on our expert strategic advice.