Palomar Corporate Finance

Palomar Corporate Finance is an independent investment banking firm providing advisory services to middle-market companies. Their core focus revolves around mergers and acquisitions (M&A), capital raising, and strategic advisory, helping businesses navigate complex financial transactions and achieve their strategic goals.

Founded on the principles of providing senior-level attention and tailored solutions, Palomar distinguishes itself through its experienced team of professionals. Their bankers typically possess significant experience from larger investment banks or related financial institutions, bringing a wealth of knowledge and a sophisticated approach to each engagement. This allows them to deliver a high level of service and execution typically associated with larger firms, while maintaining the agility and personalized attention of a boutique firm.

In the realm of M&A, Palomar advises both buyers and sellers across a range of industries. For companies looking to sell, they assist in preparing the business for sale, identifying potential acquirers, structuring the transaction, and negotiating the terms to maximize value for their clients. Their buy-side advisory services involve assisting companies in identifying and evaluating potential acquisition targets, conducting due diligence, and negotiating the transaction to ensure a strategic and financially sound acquisition.

Palomar's capital raising services encompass a variety of financing options, including private equity, debt financing, and mezzanine financing. They work with companies to assess their capital needs, develop a tailored financing strategy, and connect them with appropriate investors. Their deep network of relationships with private equity firms, hedge funds, family offices, and other institutional investors enables them to secure optimal financing terms for their clients. This includes assisting in crafting compelling investment narratives and diligently managing the due diligence process required by sophisticated investors.

Beyond M&A and capital raising, Palomar provides strategic advisory services to help companies develop and implement growth strategies, improve operational efficiency, and optimize their capital structure. This may involve conducting market research, analyzing competitive landscapes, and providing insights into industry trends. They also offer valuation services, providing independent and objective valuations for various purposes, including fairness opinions, tax planning, and financial reporting.

Palomar’s industry focus is typically broad, encompassing sectors like manufacturing, technology, healthcare, business services, and consumer products. This diversified approach allows them to leverage their expertise across various industries, bringing fresh perspectives and innovative solutions to their clients. Their success is driven by a commitment to building long-term relationships with clients, acting as trusted advisors and partners throughout the transaction process and beyond. They pride themselves on understanding their clients' specific needs and objectives, and delivering customized solutions that drive value and achieve desired outcomes.