Venture First offers transaction advisory services to help leading venture-stage and middle-market companies navigate complex transactions. Whether a client needs advice buying, selling, merging companies, or support raising equity or debt capital, Venture First has deep experience in transaction strategy and execution.
Most transactions are extremely time-consuming. Having a partner who helps navigate the process allows owners and executives to focus on running their company. Between crafting compelling materials, using complex data sources to source industry data, building a data room, and managing the communication process, running a transaction can be a full-time job. Furthermore, most transaction parties need to continue to work together after the transaction; Venture First can play “bad cop” when necessary, allowing parties to maintain a friendly post-deal relationship.
Much of the skill that is developed in transaction advisory services comes from past deal repetitions and learning from “battle scars.” Venture First and its team have performed countless M&A deals and capital raises for venture-stage clients. By running companies and leading numerous transactions, VF’s transaction advisory professionals can help you craft the best deal for you and your stakeholders.
Venture First is not an investment bank and does not provide success-fee-based capital raising services. However, VF professionals have developed a great deal of expertise in structuring complex and difficult-to-solve capital structures. They have strong relationships with venture capital, private equity, family office and other high-net-worth equity investors, as well as commercial banks and other
Merger & Acquisition Advisory & Support Venture First provides highly tailored advisory and support services for companies and funds preparing for both buy-side and sell-side transactions. Our professionals and principals have completed over $3 billion in transactions across multiple industry verticals with particular specialties in technology- and data-driven companies. Though most transaction professionals use generic
“We wouldn’t be where we are today if it weren’t for Venture First. They sharpened our financial focus and built the internal structure we needed to prepare us for the next phase of growth.”
—Brad Cummings, CEO
“Venture First and their brilliant team provided both the financial and strategic leadership for Aperity’s next amazing chapters in life.”
—John Madalon, CEO
