XMi Capital

Services

Corporate Finance Advice
The right financial resources and the right capital structure of an organization will improve business performance. Companies over leveraged or under leveraged may not be in the best position to capitalize on business opportunities, primarily because of cash flow restraints. To that end, the principals at XMi Capital can review your company’s situation, provide real world strategies for improvement, and then execute the plan for you.

Data Analysis & Projections
Our clients have access to XMi Capital’s intellectual capital. We have developed integrated and comprehensive financial models which showcase an invaluable set of financial metrics. Clients can access the benefits of this technology to uncover performance issues in their business. These tools also communicate the right story to our clients’ stakeholders, bankers, stockholders, or other parties interested in capital transactions.

Mergers & Acquisitions
Our experience in buying and selling companies that we own and operate, as well as our experience in acting as advisor to dozens of clients, provides us the experience you need to handle corporate transactions regardless of the level of complexity or discretion necessary. We advise business owners who need liquidity events, or who understand the value created in partnering with like minded industry players in order to compete more effectively or strengthen their financial resources.

Capital Placement/Turnaround Strategies
XMi Capital can access our network of capital providers to uncover the right partner for your company. Investors today come in all shapes and sizes, including capital angels, venture capitalists, mezzanine investors, asset-based lenders, corporate capital investors, hedge funds, and more. Our business is to find the right partner for you, and not rest until the cash is in your bank.

Business Opportunity Specialists
At XMi Capital, we’ve been there as entrepreneurs. We understand your business because we have been on all sides of the business transaction: from buyer and seller agents to buyer and seller principals. Unlike other advisory firm professionals, we are experienced business operators who speak your language and anticipate your concerns. We don’t just deal in the theoretical and the Performa. We understand that deal points are not just marks on the page, but have real world implications for future investment, culture and opportunities for integration. As operators, we further can explain how deal terms translate into true business opportunities.

Overcoming challenges in bringing businesses together is our specialty: We have experience in:

• Consolidation of vendors
• Employee turf battles and politics
• Instilling new cultures and direction
• Business tax issues which arise with consolidation, and
• Harmony among accounting and information systems.

Successful Closed Transactions
The principals at XMi Capital have personally completed over 25 acquisitions or divestitures. Business types are broad and diverse.

Serving in a role of true advocacy throughout the process, XMi Capital brings together interested parties with the goal of pursuing successful outcomes and the best deals possible for our clients.

Standards of Excellence
We pride ourselves on personalized service and the flexibility we have with pricing. Our standards are to ensure that the most effective and efficient means were explored and applied to result in an accurate evaluation and successful transaction for all parties involved.

Our clients benefit from our ability to leverage business relationships with current clients through our family of diversified XMi companies.