Your Partner in Every Stage of Business Success
Full Service Investment Banking
The Support & Resources You Need
No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada, and Europe within nine growth-oriented industry practices to serve you.
In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success.
Deep Industry Knowledge
Why Choose Us?
By collaborating with the Raymond James Investment Banking department, the Aristata Team brings deep industry knowledge and transaction experience to the table. Together we help high-net worth business owners secure the capital they need to build their company, execute an exit strategy for selling their business, and efficiently transfer the proceeds into their personal wealth.
Raymond James’ accolades include being named “Investment Banking Firm of the Year 2016” by the M&A Advisor and “USA Middle Market M&A Investment Bank of the Year 2016” by the Global M&A Network.
Sophisticated Strategies
for Building and Selling Your Business
When you engage with our experienced investment banking team, we apply our cumulative knowledge gained over many years of guiding business owners through this major transition and liquidity event.
Mergers & Acquisitions
Equity & Debt Capital Market
Private Capital Advisory
Capital Structure Advisory
European Advisory
Industries of Focus
We specialize in a diverse range of industries, ensuring that our clients receive tailored expertise and strategic guidance. Our industry-focused approach allows us to provide comprehensive support and resources, helping businesses thrive in their respective markets.
Consumer & Retail
Convenience Store & Fuel Products Distribution
Diversified Industrials
Energy
Healthcare
Real Estate
Sustainability & Renewable Energy
Technology & Services
Taking Your Business to the Next Level
Through deep industry expertise, a strong transaction history and a commitment to senior banker focus, our team seeks to provide the best possible outcome through strategies customized to your specific situation.
In addition to pre-sale planning, we will guide you in establishing the fair market value of your business, facilitating and structuring the deal, and applying tax-mitigation and estate planning strategies to the proceeds.
A Partial Sale of Your Business
Selling a percentage of your business could result in greater wealth, long term, than an immediate outright sale. We can help find the right partner to invest with you, so you have the opportunity to grow your business and build value. The Raymond James Investment Banking team brings together quality pairings and gives great focus to the middle-market M&A space.
Securing the Capital You Need
We are well-versed in helping high-net-worth business owners secure the capital they need to build their company, execute an exit strategy for selling their business, and efficiently transfer proceeds into personal wealth.
You can count on our experienced professionals to help you find optimal debt financing strategies and access a diverse range of value-added services. We have senior-level relationships with a wide network of investors with deep insight into investment preferences and reputation.
Our competitive process provides confidence of closing a transaction with the best terms and pricing available. Our objective is to help you make the most of your business while simplifying the complexities of wealth.
Tax-Efficient Estate Planning
With the partial or full sale of any business, an owner must consider the impact of capital gains, as well as income and estate taxes. This is why tax-mitigation and estate planning strategies are an integral part of our process. Our comprehensive approach can help to provide the financial independence you worked toward when you first started your business.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.