In the ever-evolving landscape of business finance, one firm stands out for its unwavering commitment to excellence: FINNEA. Founded in 2008, this full-service middle market investment bank and consulting services firm has been a beacon of expertise, guiding businesses through the complexities of the financial world. With offices located in Birmingham, Michigan, Grand Rapids, Michigan, Chicago, Illinois, and Nashville, Tennessee, FINNEA boasts a team of over 30 dedicated professionals, each bringing a wealth of knowledge and experience to the table. What sets FINNEA apart is its relentless pursuit of tailored solutions to address the unique challenges and aspirations of every client they serve. This client-centric approach has solidified FINNEA’s reputation as a trusted partner.
Our Business
Our business encompasses two main areas: Consulting and Investment Banking. Since 2008 our professionals have worked on over a thousand successful M&A transactions and consulting engagements.
FINNEA’s consulting practice is dedicated to Financial Planning & Analysis, Restructuring, and Technology Implementation.
Consulting Practice:
1. Performance Improvement Services
- Operational due diligence
- Process reengineering
- Production optimization
- Operational turnaround
- Product profitability
- Cost management consulting
- Supplier situation management
- Manufacturing system design and implementation
2. Restructuring Consulting
The restructuring team provides a wide range of financial restructuring and operational improvement services to companies in distress or experiencing challenging business environments. FINNEA’s team has expertise in dealing with a broad range of restructuring situations and has successfully led numerous companies through operational and financial turnarounds both in-and-out of court.
3. Office of the CFO
The Office of the CFO plays a pivotal role in driving organizational success. At FINNEA, we recognize this importance and offer a comprehensive range of services to empower financial leadership teams. From financial analysis and strategic planning to operational optimization and interim management solutions, our experts provide tailored support. Whether you need an interim CFO or guidance on streamlining processes, our seasoned professionals seamlessly integrate with your existing structures, acting as an extension of your financial leadership.
4. Technology Enablement
FINNEA’s Technology Enablement practice is your strategic partner for digital transformation. We work closely with clients across industries, conducting comprehensive assessments to understand their unique challenges and capabilities. Our team develops tailored technology roadmaps that align with your objectives, crafting customized solutions to streamline processes, enhance data accuracy, and drive operational efficiency.
Investment Banking Practice
FINNEA’s Investment Banking services include complete sell-side advisory services, capital solutions, and buy-side advisory services for privately held and publicly traded companies. FINNEA’s Mergers & Acquisitions team has an extensive track record of successfully managing, negotiating, structuring, and closing transactions to help optimize our client’s objectives in many industries.
1. Sell-side Advisory
Advise, develop, and execute optimal strategies for the sale or recapitalization of businesses, including:
- Complete management of the sale process, including leading complex negotiations, minimizing disruption, and allowing business owners to focus on operations.
- Pre-launch and transaction preparation, including detailed financial models and marketing materials.
- Sourcing buyers – develop a list of potential buyers/investors and manage the outreach process by creating a competitive dynamic throughout the transaction.
- Establishing seller’s credibility – FINNEA’s reputation with both strategic buyers and private equity groups is well established, thus allowing for productive and trusted conversations.
- Thorough collaboration amongst advisors to meet or exceed the client’s objectives and create a clear path to close.
2. Buy-side Advisory
Advise in the development of acquisition strategies; assist in target searches, identification, and consummation of acquisitions, including:
- Development of acquisition thesis and identification of targets that fit those parameters.
- Complete management of the acquisition process, including negotiations – minimizing disruption and allowing business owners to focus on operations.
- Develop transaction financing options and solutions.
- Detailed financial models, including accretion/dilution analyses.
- Post-merger integration strategy and analysis
3. Capital Solutions
- Growth & acquisition financing, and/or recap financing to fund shareholder liquidity.
- Structuring and securing third-party capital, including mezzanine, second line and other forms of subordinated debt as well as asset-based loans and senior secured bank debt.
- Raising equity capital for clients, including common stock, preferred equity and varying forms of convertible equity.
- Advising clients on equity and incentive structures, often associated with key management incentive plans.
- Evaluating and implementing capital allocation strategies for companies such as dividend policies and working capital management.
Our People
At FINNEA, we empower our professionals to forge their own paths and pursue work that ignites their passion. Our team of 30 talented individuals spans four strategic locations across Detroit, Grand Rapids, Chicago, and Nashville, fostering a rich cross-pollination of ideas and perspectives.
Our professionals hail from diverse backgrounds, including international and regional consulting firms, bulge bracket banks, and automotive suppliers. This tapestry of experiences enables us to approach challenges from multiple angles and deliver exceptional solutions.
Our Culture FINNEA takes culture seriously, the team loves to entertain clients in and out of our office space with events like:
March Madness
Summer Barbeques
Wine Tastings
Golf Outings
Our Clients
FINNEA Group was founded on the belief that clients are best served by an investment banking and consulting firm equipped with a team of talented finance professionals unencumbered by the conflicts of interest inherent to large, multi-product financial institutions. The firm was founded on the idea that clients come first. Our clients range from middle market to fortune 500 companies and we make sure to customize our solutions to each clients unique needs.
