Professional Services

Private Placement Financing
Private placement financing of both debt and equity, within institutional and/or corporate settings in conjunction with affiliated venture capital and private equity partnerships, as well as relationships with Boston-based commercial banks.

Services to Aquiring Com panies
CVI Capital also represents companies interested in making acquisitions. A full range of assistance is available, including development of acquisition criteria, identification of acquisition prospects, vetting & negotiations with targeted candidates, and assistance in closing specific purchases.

Services to Selling Companies
CVI Capital represents companies that are “for sale” in their entirety (i.e. 100%), or only in part by offering for example a minority equity interest. Offering a range of assistance to the seller of a company/division, CVI assists in reviewing business options; establishing fair market value of the assets (and company); creating and executing a tailored marketing strategy; negotiating purchase price & terms; then closing the transaction in conjunction with our client's legal counsel.

CVI Valuation Services

CVI-VS provides free-standing valuation services to public and private companies for a variety of purposes. Middle market-sized companies often need an independent, outside valuation for fairness or adequacy opinions, Employee Stock Ownership Plans (ESOP) or individual estate and gift tax purposes.