Large Cap + Middle Market Investment Banking Expertise to Maximize Value for Entrepreneurs

M/Cap Advisors offers premier middle market investment banking services, including mergers & acquisitions and financing advisory services. We become part of our clients’ teams and apply our deep middle market and large cap transaction experience to:

Maximize value
in the sale or acquisition
of a company

Finance companies
by raising equity
and debt capital

Accelerate growth by leading outsourced corporate development efforts 

Achieve strategic goals
by advising on business plans and financial models

Extensive Experience

The leadership of M/Cap Advisors has executed deals in North and South America, Europe and Australia for early stage enterprises to Fortune 500 companies across over

Years
+
Transactions
Industries
$ B+
Transaction Value

Why M/Cap Advisors?

Depth of Expertise
and Credibility

We offer a unique combination of middle market and large cap investment banking experience. Our extensive middle market transaction experience enables us to truly understand and optimally serve the needs of our private middle market clients. Simultaneously, our large cap investment banking experience adds to our clients’ credibility with transaction counterparties.

Successful
Outcomes

We have a long-proven track record of success in helping our clients achieve outcomes that exceed their expectations. We expertly guide our clients through the twists and turns of a transaction by applying our wide range of financial, marketing, strategic, and negotiation skills to run a structured and tightly managed professional process and aggressively negotiate the optimal price and terms for our clients.

Innovative,
Customized Solutions

We deliver broad investment banking experience across various industries, geographies, deal sizes, transaction structures and securities in the large cap and middle market investment banking arenas. As a result, we provide custom-tailored solutions to each transaction, offering fresh, innovative perspectives and best practices to realize our clients’ unique personal and business objectives.

Senior Level,
Best-in-Class Execution

We have a senior professional involved in every step of a transaction, combining our large cap investment bank experience with entrepreneurial responsiveness. We are fully engaged in all our assignments and passionate about providing best-in-class advisory services to achieve flawless execution for our clients.

Alleviate Stress
and Time Commitment

Executing an optimal transaction is very time intensive, requires significant expertise and often is stressful for owners that try to manage a deal themselves. We are highly sensitive to our clients’ needs and objectives. As financial advisor and trusted partner, we take on the brunt of the work and aggravation of a deal for our clients, allowing our clients to focus on running their business and achieving a better transaction outcome.

No Conflict
of Interest

We do not actively canvas strategic or private equity buyers for repeat business. Consequently, we aggressively represent our clients’ best interests in each transaction without the potential conflict of hoping for future business from buyers.

Testimonials

Broad Transaction Experience

The leadership of M/Cap Advisors has executed over 50 transactions for leading companies and transaction sizes varying from a few million to several billion dollars, including the following companies:

Featured Transaction

We helped the entrepreneurial founder of Alorica double the size of his business by advising Alorica on its acquisition of EGS and $1.1 billion in debt financing. We were uniquely positioned to advise Alorica, because of our deep understanding of middle market transactions and our ability to deal with sophisticated counterparties due to our large cap investment banking experience. After closing the transaction, we also assisted Alorica with various strategic initiatives to optimize the business, including the divestiture of non-core operations. The following are key highlights of the transaction:

  • Leading business process outsourcing providers of customer management solutions
  • The businesses generated aggregate revenues of approximately $2.3 billion at closing
  • The combined companies served over 600 clients, including leading Fortune 500 companies, and employed more than 91,000 people in 154 locations spanning 16 countries across 5 continents engaging customers in over 30 language
  • Credit Suisse, Bank of America Merrill Lynch, Bank of the West, BNP Paribas and Wells Fargo provided $1.1 billion in financing commitments 
  • Andy Lee, Alorica’s founder, CEO and Chairman commented: “We are thankful to have had Bertram Michel at M/Cap as lead financial advisor to Alorica. It wasn’t only his technical expertise that we valued, but his passion displayed through a calm yet firm demeanor that lead to a successful transaction.”

Leadership Background

Bertram Michel has over 28 years of experience in investment banking and corporate finance in the United States and in Europe. Prior to focusing on the execution of investment banking transactions for middle-market companies, Mr. Michel was a Director in investment banking at Merrill Lynch in New York where he worked for 11 years. Mr. Michel has executed over 50 transactions for corporations in various industries, including telecommunications, media, technology, business services, healthcare, financial services, retail, textile/apparel, general industrial, consumer products, steel, gaming, and power & energy, in North and South America, Europe and Australasia. Clients ranged from early stage enterprises to Fortune 500 companies. His experience spans mergers & acquisitions, leveraged buyouts and financing transactions, including public and private offerings of debt and equity securities. Prior to Merrill Lynch, Mr. Michel worked at Dresdner Bank.

Mr. Michel has been quoted in the press, a guest lecturer at the Marshall School of Business at the University of Southern California, and a member of the Los Angeles Committee on Foreign Relations. Mr. Michel holds a BA in Business from the Richard Ivey School of Business at The University of Western Ontario and holds an MBA from the University of Southern California where he graduated with Beta Gamma Sigma business honors.

contact information

222 N. Pacific Coast Highway
Suite 2000
El Segundo, CA 90245

bmichel@mcapadv.com
+1.818.492.4610

MCap Advisors LLC. All rights reserved.


Securities are offered through Hamilton Grant LLC by individuals licensed with it. Hamilton Grant LLC (Member SIPC) is a FINRA member firm specializing in mergers and acquisitions.  For more information about Hamilton Grant visit www.hamiltongrant.com. MCap Advisors LLC and Hamilton Grant LLC are separate and unaffiliated entities. Transaction outcome is subject to market conditions. – FINRA BrokerCheck – Disclosures