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Our Services

Recognizing that every client, company, and transaction is unique, JCF is dedicated to earning client's trust each and every day. We believe in thoughtful and continuous attention to detail because achieving great outcomes and results requires consistent effort. We want each client to see us as a deep resource of knowledge, financial expertise, and capital resources that can help meet the challenges of business growth and transition-whether a new or emerging business in the formative stage of development, a middle-market company evolving into a new model or line of business, or a fast paced success story dynamically expanding or looking to exit. 

Our advisory services focus on new or emerging middle-market ventures and offer a variety of capital advisory, management consulting, and mergers and acquisition services geared to meet the needs of those businesses. A fundamental belief at JCF is that in business there is a vast difference between a good idea and a viable one. Sustainable businesses are based on identifiable demand, competitive differentiation, strategy, and those unique attributes about an organization that create enabling momentum and long-term growth.

Management Consulting Services

Business and financial consulting services are hands-on and serve the need or requirement of providing any particular transaction advice and deliverable(s) related to general business development, capital markets, and more (i.e. larger capital raise transactions, formations of new funds, and more).

Business and financial management consulting services may include hands-on advice and development of the following deliverables: 

Full Transaction Structuring & Investment Packaging of Deliverables:

  • Executive Summary (1-2 page in JCF format)

  • PowerPoint Presentation (10-15 page in JCF format)

  • Financial Modeling & Projections (3-10 years)

  • Business Plan (25-35 page in JCF Format)

  • Private Placement, PPM, or Offering (preparation and review)

  • Entity Selection and Structuring (LLC, Inc, or LP)

Other Select Advisory:

  • Discounted Cash Flow Analysis or Valuation

  • Break-Even, IRR, or Portfolio Analysis

  • Due Diligence, Tax, Accounting, or Other Financial Issues

  • Review of Term Sheets, Investment Agreements, etc.

  • Development of institutional investor target list.

Capital Advisory Services

Our Capital Advisory services are offered primarily for early stage to lower middle-market ventures looking to raise private equity capital related to individual transactions, a series of transactions, a Fund, or investment vehicle with JCF representation to our investment network to solicit capital. ​

Regulation D Exempt Offerings 506 b and 506 c transactions)
Regulation A/A+ Offerings
PIPE Offerings
Non Conventional Debt Offerings or Financing

 

Typical Scope of our Capital Advisory Service Engagements :

  • Due Diligence of Existing Documentation

  • Deal Document Scrubbing (If Applicable)

  • Targeted Institutional Investor Campaign Development

  • Deal Advisory and Closing Support

Mergers & Acquisition Services

Mergers & Acquisition services serve the needs of private equity funds, strategic buyers, or a particular entrepreneur or business owner or owners that are looking to buy or sell an established business or enterprise or assets thereof (i.e. "buy-side" and "sell-side" representation).

M&A service engagement may include the following:

Buy-Side Representation:

  • Identification of Target Acquisitions

  • Term Sheet Review & Structuring (Valuation & Pricing)

  • Purchase & Sale Agreement Review & Structuring

  • Financial Due Diligence (Tax and Financial Reporting)

  • Post-Closing Integration Planning (Tax, Financial, & Legal)

Sell-Side Representation:

  • Due Diligence Investor / Buyer Packaging

  • Transaction & Deal Structuring

  • Valuation & Pricing

  • Identification of Buyers (w/ Negotiation & Closing Support)

Testimonials

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Ronald Russo, Founder & CEO

“Justin Floyd at JCF Capital Markets is a highly valuable and trustworthy resource to any venture or company looking to raise capital or looking to pursue M&A transactions. Justin’s financial expertise and wealth of knowledge coupled with high-quality institutional-level investor connections in the capital market’s has been overwhelmingly valuable to myself as an entrepreneur and my company. I would highly recommend Justin and JCF Capital Markets.”

The above testimonials may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.