Private Company Investment Bankers

Personalized Transactions

Results Orientated

Private Company Investment Bankers

Personalized Transactions

Results Orientated

Private Company Investment Bankers

Personalized Transactions

Results Orientated

Private Company Investment Bankers

Personalized Transactions

Results Orientated

William & Henry Associates is an investment banking firm that differentiates itself by providing senior professional investment banking experience along with personalized service.

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“William & Henry Associates has been named by the Los Angeles Business Journal for ten years running as one of the Top Investment Banks in Los Angeles. I think there is a primary reason for that. Our focus on our engaged private company clients is singular. Unlike many other investment banks, we do not attempt to obtain as clients any private equity firms, public companies or the like who are on the opposite side of the transaction from our engaged client. We believe the potential for conflict and adverse effects to our client, the private business owner, is too great. The private business owner is our client, not the other side. Period. We never try to get or set ourselves up to get business from the “other side” of a transaction. We are focused on serving our engaged client only to get them the highest price and the best overall deal. Unlike many other investment banks, we don’t curry favor from the other side to get future business from them. Therefore, we can be as tough and demanding of the other side as we need to be on behalf of our client, without fear of losing business from the other side.”
David J. Iannini – Chairman, President and CEO

  • 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. Investment Banks know how to identify all potential buyers of a business, not just the ones that business owners are aware of. Such buyers include strategic buyers, including not only within the industry but also those looking to vertically integrate down to customers and/or suppliers. 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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Select Transactions

Investment Banking Services Offered

  • Sales, Mergers, Acquisitions

    If you are a private, entreprenurial or a family business looking to monetize the value of your business or an entrepreneur looking to make acquisitions to grow their business, William & Henry Associates is highly qualified to help you reach your objectives.

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  • Leveraged Transactions

    William & Henry Associates has significant experience working with private equity sponsors and entrepreneurial management teams to deliver value enhancing solutions.

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  • Advisory Services

    Our goal is to provide unbiased, innovative and objective financial advice.

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In one phrase, ‘deftly handled.’ William & Henry professionals know when to push and pull, use 'honey and vinegar.' It’s an intuition and skill that only comes through knowledge and experience. They have 'it.' CEO David Iannini can stand toe to toe with any buyer, including Bill Gates who owns Corbis, the buyer of my company.
Roger Richman Former CEO, Roger Richman Agency
We were a 110 year old company so selecting the the best advisor was paramount. We interviewed dozens. William & Henry understands the family business dynamic. In fact, it’s named after the owners sons, Will and Henry. William & Henry are now part of our family. We really couldn’t have selected anyone better for our company. La familia.
Joel Friedman CEO/Owner Mikawaya
You are the GOAT. We had several offers over the years, all far below our price expectations. William & Henry ran a process that yielded values 30-40% higher than any previous offers. Very efficient. Our deal lasted 7 months start to finish.
David Jaeger Co-CEO and Owner, Enrollment123

Get in touch

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