Ohana & Co. is an independent investment bank providing mergers & acquisitions and other financial advisory services.
Our firm distinguishes itself through its industry expertise, entrepreneurial approach, ability to close complex transactions, and unparalleled international track record.
Our deep relationships with leading executives, entrepreneurs and financing sources across the globe enable us to create exceptional value for our clients and obtain optimal results. From New York to Hong Kong, Paris to Los Angeles, our clients include privately held and publicly traded companies, private equity and investment funds, entrepreneurs, family offices and high net worth individuals looking for unbiased advice on their sale processes, strategic acquisitions and capital raising activities.
Since 1994 Ohana & Co. has advised clients from the Americas, Europe, Middle East and Asia in their most challenging and successful M&A transactions. (See selection of transactions here)
Services provided include:
Sell side assignments
Business owners considering a sale of their business, private equity firms considering the sale of one of their portfolio companies or large corporations considering divesting a subsidiary.
What we do:
After a strategic review of the business, we will identify potential buyers for the business and recommend an optimal process structure, such as negotiating with a single party only (a “negotiated” or “off the market” process), a limited auction (a process in which only a carefully selected group of potential bidders is invited to participate), or a broad auction. We will then conduct the process and lead or assist in the negotiations to close the transaction.
Why Ohana & Co.:
Our focused industry knowledge and ability to bring potential corporate and financial buyers from many countries to the negotiating table enables us to orchestrate highly competitive processes for our clients, with potential buyers from different parts of the world. As a result more than 50% of our sell-side assignments are closed with a foreign buyer.
Strategic acquisition programs
Clients: Large corporations (typically over $1 billion in sales) looking to make acquisitions in a specific industry or country.
What we do: Review our client’s objectives and identify potential acquisition targets, approach the targets on behalf of our client, and structure and negotiate the acquisition terms on behalf of our client.
Why Ohana & Co.: Our industry expertise, particularly in luxury & consumer goods, internet & media, and healthcare, and our strong relationships with company owners and CEO’s around the world enable us to identify opportunities for our clients to which many of our competitors do not have access.
Clients: Private equity firms and corporations interested in a specific acquisition opportunity.
What we do: We typically identify the opportunity and present it to our client or are contacted by a client or prospective client who has already identified a target and engages us “to get the deal done”.
Why Ohana & Co.: Approximately 40 percent of our engagements are buy-side assignments. We have successfully completed buy-side assignments for clients based in Europe, Asia, the Middle East and the US. We have closed transactions in the most diverse situations in terms of geography (US, Europe, Asia) and transaction type (strategic sale or acquisition, LBO, turnaround, bankruptcy, growth capital injection), developing a reputation for technical expertise and deal savviness that we bring to each new engagement.
Growth capital raisings
Clients: Successful medium size companies (with revenues typically ranging from $25 to $150 million) in the consumer (apparel, beauty, food beverage, etc.) or technology (internet, medical, energy…) sectors looking to raise capital to fuel their growth.
What we do: After a review of the business, we assist management in the preparation of the process materials (business plan, information memorandum…), identify the most relevant potential investors (including investment firms, strategic investors and high net worth individuals), conduct the roadshow and assist in negotiating the terms of the transaction.
Why Ohana & Co.: We have accumulated a large base of investors across the globe, and our industry expertise allows us to select the most relevant investor for any given client.
Advice to management teams during sale processes
Clients: CEOs and management teams of companies being sold by their majority owner (corporations divesting a subsidiary or private equity firms selling a portfolio company) who are interested in taking an active role in the sale process and possibly (re)investing, alongside the buyer, in the company they run. The typical deal size in terms of valuation for this type of advisory assignment is over $250 million.
What we do: We coach management throughout the sale process set up by the owner then assist in structuring and negotiating a management equity package and governance rules.
Why Ohana & Co.: We have structured management packages for management teams as the financial advisor on separate occasions to all three sides of a sale process: management, buyer and selling shareholder(s) of a company, and are experienced in negotiating in competitive processes with buyers of many nationalities.