William and Henry Associates

"We champion the private business owner ONLY in reaching their goals in a sale or capital raising transaction. Unlike many other investment banks, we do not accept as clients private equity firms, public companies or the like. The potential for conflict and adverse effects to the private business owner is too great to serve these multiple masters. The private business owner is our client and our master. Period."
David J. Iannini - Chairman, President and CEO

Private Company Investment Bankers
Personalized Transactions
Results Orientated

Why Choose an Investment Bank?

Some owners choose to attempt to sell their business and/or raise capital without an investment banker. Sub-optimal results can occur in terms both price received/capital raised and other non-price terms.

The largest companies in the world use investment bankers to execute their transactions. Why? Because they know investment bankers have the knowledge, experience, contacts, analytics and expertise as well as the ability to create a process to potentially improve your results (price and non-price related) sometimes in excess of the cost of hiring an investment banker. In addition, the hiring of an investment banker allows you to focus on running the business so that your time and company's results are not significantly impaired during the sometimes long, trying and voluminous process of executing a transaction.

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Why William & Henry?

WHA is an investment banking firm that serves only private companies with experienced investment bankers.

No conflicts. We do not have focused efforts to serve larger companies nor private equity firms.We do not curry favor with the "other side" of the deal to get future business from THEM. We focus on YOUR deal to get the best deal we can for our clients. We can be as tough as need be without fear of lost potential business from the "other side".

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Private Company's Common Mistakes

Below are some of the mistakes/missteps made by private business owners in the sale of their business and/or raising capital. But, before we tell you the problems, we will give you our recommendation.

Recommendation: We recommend that you have at least a one hour meeting with the following individuals as you prepare for a sale/capital raise.

Investment banker,
Transaction attorney,
Transaction-related accountant/C.P.A.,
Tax professional attorney and/or C.P.A.
Estate Planning specialists
Wealth Management advisors

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