CAPITAL MARKETS

ADVISEMENT AND DEAL SUPPORT

As your business grows and opportunities appear on the horizon, you may need to raise new capital or navigate a merger, sale, or acquisition.

 

What you also need is a trusted partner who can provide a clear view of risk, someone who can assess the fundamentals and advise you on all your options.

RIALTO GROUP IS A TRUSTED PARTNER THAT CAN WALK YOU THROUGH EVERY STEP OF THE PROCESS

We offer pre-deal and post-deal services and give you the insight and support you need to make the best possible decisions.

 

Our advisory team works with both buyers and sellers, helping to mitigate risks and make sure you have everything in place to make a solid deal. We provide analysis you can trust and the financial expertise to help you make the best possible moves with your money.

 

We are not compliance specialists; we are an integral part of your team and we take our advisory role seriously as we represent your interests.

WHY CHOOSE RIALTO GROUP FOR CAPITAL MARKETS ADVISEMENT

The Rialto Group has large public accounting experience, handling deals on both the buying and selling side, and we’ve helped companies of all sizes raise significant sums of capital.

 

Our team has both public accounting and corporate experience, and there is no type of deal our business advisory experts haven’t handled.

 

Rialto Group’s financial experts have also served in Controller roles at companies during both purchases and sales, so they have an inside view on how these processes look.

 

We have helped facilitate and advise clients on deals of all sizes, from $200K acquisitions to billion-dollar sales. How can we help you?

 

This 360˚ view gives us a unique perspective on every deal, so we can anticipate every eventuality and guide you over every hurdle.

WHAT THE RIALTO GROUP DOES FOR YOU

Rialto Group views our role as being an extension of your management team.

 

We are not going to come in as an outside party and just produce a report – we take the time to learn about your business inside and out, talk to the decision makers and get to know the people who make the company what it is.

 

Our team speaks the language of management, prospective investors and the investment bankers on the finance and accounting side.

 

That means we can bridge the understanding gap between the parties and facilitate the deal you want to see. We know what prospective buyers – or sellers, or lenders – want to see, so you don’t have to go at it alone.

 

Rialto Group also knows you don’t have the time, knowledge or resources to go it alone. That is why we support you every step of the way.

Selling your company or one of its assets involves a lengthy process of due diligence and countless documents, financial reports and schedules. Often, it’s just a few people at the top who know, and there can be a scramble to get all the right reports and materials together.

 

Rialto Group knows how to produce financial reports that make sense and that accurately show the value of what you have to offer.

 

We also know how important it is for sellers to stay on top of what’s needed for the deal. We can help management anticipate requests before they are needed, identify potential issues and advise you on how to handle them.

 

The process is all about managing risk – for the company buying and the one selling – and the Rialto Group is there to minimize risks for you.

 

Our veteran advisors know you are going to get asked the hard questions, so we make sure you have the answers ready at hand.

 

We recognize what buyers will look for when they evaluate your company and can make sure you have everything in order when they do.

If you’re looking at acquiring a company or a division, Rialto Group finds out everything you need to know.

 

We will thoroughly assess the financials, test valuations, identify risks and tell you all the things you need to be asking and what answers you will want to hear.

 

Our expert financial team dives into the historical details and combs through financial reporting to ensure accuracy and transparency.

 

For each important acquisition, Rialto Group can be that extension of management and the expert voice you require.

Before any deal, we identify any risks or potential issues through a thorough and complete deal evaluation.

 

We look for deal-breaking integrity or valuation issues, hidden errors or irregularities, as well as strengths and good value represented within the financials.

 

You get our perspective on complex accounting issues and areas of interest in the deal, and we provide you with a viewpoint on the company’s overall financial and operational structures.

 

We are there to advise you throughout your deal negotiations and to offer support and guidance through every stage of the process.

After a deal, Rialto Group is there to help you maximize the value of your transaction by assisting with integration support and interim management.

 

Our integration support involves making sure your accounting processes, technology, and systems are compatible with the new company’s process and creating new processes where necessary to make things fit.

 

Whether the merger or acquisition involves helping two accounting departments work together or combining them into one, Rialto Group can handle everything that needs to be done.

 

As for interim management, Rialto Group can step in to run the finance and accounting group when a controller or CFO leaves this role after a sale.

 

We can stay on for that crucial period when you’re consolidating or continue while you recruit a new CFO.

 

The Rialto Group also offers finance and accounting staffing support for our clients and can help you fill any finance and accounting role, from Staff Accountant to CFO.

 

Additionally, we assist with purchase accounting and other technical matters.

 

We will make sure you follow the required frameworks in terms of accounting for what you bought and comply with regulations on the local, state, and federal levels.

REPORTING AND ANALYSIS
YOU CAN TRUST

Our approach to deal support for clients is comprehensive, meaning we support and guide you through every step of the process. As part of our comprehensive deal support, we prepare a variety of detailed reports and analyses, including:

GROWING THE BUSINESS

ASSET OR BUSINESS ACQUISITION

SELLING OR DIVESTING ASSETS

RAISING CAPITAL

BUSINESS VALUATION

BUDGETING AND FORECASTING

Depending on the industry, a variety of other pertinent financial factors will be assessed. These may include evaluations of the following and many others:

GROSS MARGINS

REVENUE TRENDS

CUSTOMER TRENDS

EMPLOYEE TRENDS

INVENTORY & SUPPLY CHAIN

MAX CAPACITY

MAX CAPACITY

CUSTOMER CHURN

Of course, you get so much more than mere reports from us. Every individual analysis comes with the elite advisement and guidance that Rialto Group is known for, and you can feel confident we will be there with you every step of the way.

The benefit of having The Rialto Group at your service is that you won’t outgrow our roster of services.

We offer tremendous value for startups that may struggle with accounting, finance and accounting, capital raising, HR, or IT functions as they evolve because we have years of experience managing successful mid-size and larger operations.

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WE HELP YOU RAISE CAPITAL

Every company reaches a stage where they need to raise capital through investors or bank loans, and those sources are going to ask a lot of questions and require multitudes of proper documentation.

 

A lot of companies lack the people, time and knowledge to produce those documents and know what’s needed, so they turn to Rialto Group for the guidance and technical help they need.

 

We can help you raise capital for an expansion, an acquisition, for hiring, product development, modernization or innovation.

 

Our capital markets advisory team can help you get the growth capital you need or a loan that helps your company stay healthy and continue business.

 

While we do not source and attract capital for your company – we are not investment bankers – we do have a network of resources to recommend, and we will help guide you through every step the process while lending credibility through the Rialto name.

 

Our guidance gives you insight from a management perspective, and our capital markets services also include preparing necessary documents and facilitating deals.

 

We can create investor or pitch decks, make sure your financials are in order and ensure you are presenting an accurate and positive image to any prospective lenders or investors.

 

Rialto Group has long experience in helping companies raise capital, whether for smaller operations or large-scale expansions.

 

We can facilitate the process because we have years of experience with the industry and know exactly what they want to see.

 

Our team can help lay out your options for funding, whether from a capital investor or bank, and assess your chances of succeeding in getting the capital you seek.

 

We can also help you weigh every decision and guide you in the best direction for your business and your comfort level.

BUSINESS ADVISORY
SERVICES TO HELP YOU

STRATEGY AND OPERATIONS

Helping you meet concrete objectives for both the near and long term. We can develop models and plans that help you grow your revenue, trim costs, increase production, expand operations, streamline finance and accounting functions or help you achieve other custom goals. The Rialto Group also specializes in Cash Management/AR Strategies and Technology Strategy and implementation.

BUSINESS PROCESS DESIGN

Streamlining processes and eliminating inefficiencies is key to your company’s successful operation. Rialto can come in an analyze your existing processes, map out improvements and implement them on the ground. The process work we do for clients is an excellent example of how The Rialto Group becomes a partner in implementation and not just an outside advisor.

RISK MANAGEMENT

Mitigating risk and staying on top of security is integral to any successful business strategy. The Rialto Group can create company-wide risk management programs, implement information security best practices and even lead financial departments, from payroll to recruiting and the rest of HR.

FINANCIAL STRATEGY

From budgeting and forecasting to smart financial models for your next several years of growth, The Rialto Group can help you visualize your company’s future. Our advisors can help you make strategic decisions on growing the business, set pricing to stay competitive, and assess valuations and asset and business acquisitions.

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