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WHAT WE DO

ADVISORY SERVICES

Cazaral provides consulting and M&A services tailored to small and medium sized businesses, specializing in the lower middle-market ($10-$300 million range).

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Founded by industry veterans who have a background in working with add-on and roll up strategies for family offices and institutions such as KKR, Apollo and others. Cazaral offers expertise in 12 industries, aiming to maximize business value through industry insights, performance benchmarking, growth identification, and targeted buyer/seller engagement.

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BUY-SIDE, SELL-SIDE & GROWTH EQUITY SERVICES

We provide comprehensive assistance in developing acquisition strategies, including both platform and strategic add-ons. Our services encompass acquisition searches, deal flow management, negotiations, due diligence, and post-closing advisory. We specialize in business valuation, deal structuring, and disposition strategies, along with the preparation of confidential Information memoranda. Additionally, we excel in buyer target searches, marketing, sales, negotiations, due diligence, and closing processes.

PRIVATE EQUITY

Cazaral epitomizes a contemporary merchant banking institution, strategically acquiring businesses from its own balance sheet while fostering collaborative relationships with discerning insurance clients and esteemed family offices on a meticulously curated deal-by-deal basis. Our unwavering dedication is directed towards the thriving domains of financial services, media, and manufacturing, ensuring astute investment and bespoke financial solutions.

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SPECIAL SITUATIONS

Special situations are atypical events, such as distressed sales, opportunistic credit, alternative uncorrelated industries, such as mass tort finance, mergers, unconventional capital market solutions, and company growth strategies to name a few.

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INSURANCE ASSET MANAGEMENT

  • PPLI ( Private Placement Life Insurance ) customization services and alternative investment solutions for policies with focus in on-shore and off-shore policies and case per case solutions

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  • We will assist our clients with the management of their policies' funds, seeking the highest and most tax efficient alfa returns. Our partners have experience in some of the highest returning sectors including media, lower middle market private equity, distressed real estate and hedge funds.

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