Our senior advisors guide both buyers and sellers on public and private deals, including corporate divestitures, restructurings, and fairness opinions. We manage each step of the process from initial strategy and valuation to negotiation and closing. No matter how complex the transaction, Marks Baughan helps you navigate it to achieve your ideal outcome.

We leverage refined market intel — honed from our unique relationships and decades of combined experience — to match the right buyers and sellers, maximize value, minimize risk, and secure the most favorable terms for our clients.

Our team of M&A advisors:

-Positions sellers to attain once-in-a-lifetime liquidity.
-Helps buyers cement advantageous deals for long-term wealth creation.
-Delivers objective guidance and comprehensive execution support across the entire M&A lifecycle.

Get an experienced partner who guides you through the full spectrum of capital raising initiatives — from early-stage growth financing to large-scale expansion funding. Our senior advisors start by diving into your company story, strategic objectives, and capital needs. We then leverage deep market knowledge and relationships with strategic investors to match your needs with the right-fit parties.

When it’s time to secure the deal, we maximize your value to exceed your expectations for financing. We help you envision growth for your company beyond the immediate transaction — and achieve it.

In capital raising efforts, Marks Baughan delivers:

-Expertise in balancing founder and investor interests to ensure alignment at closing
-Insight into evolving market dynamics that informs strategic timing and positioning for successful raises
-High-touch hand-holding through every step of the process

Marks Baughan provides strategic advisory and investment banking services to growth companies in the Legal and Compliance technology and services sectors. Our core services include advising on merger and acquisition transactions, serving as a placement agent and advisor for raising equity or debt through a private placement, and providing strategic advisory services in selected situations. Our clients are software, technology-enabled services and data-intensive companies seeking shareholder liquidity or growth capital. We work tirelessly alongside our clients and excel at defensible positioning and disciplined processes that maximize shareholder value. Our professionals come from senior positions at bulge-bracket firms, giving our clients access to the relationships and experience that come from our years of interaction with the top executives and investors in companies in our fields.

Our knowledge and network of relationships give us the ability to quickly understand our clients and their needs and match them with appropriate buyers, sellers, investors, or lenders on an expedited basis. Our clients receive top-flight advice throughout any advisory relationship because our approach allows our senior advisors to stay deeply involved with each client on a continuous basis. Our senior professionals engage closely with our clients, providing unparalleled, committed client service at the highest level. We focus on identifying and guiding clients with exceptional potential through a long-term advisory relationship covering multiple transactions. No handoff to junior staff. No preferential client relationships. No conflicts of interest.