Services



The members of Long Trail Advisors are dedicated to building long-term relationships with our clients and the investment community through exceptional service and trust. We take a hands-on approach with every assignment and understand that our success is linked to the quality and success of the transactions we attach our name to. We partner with emerging life science companies from around the world, assisting them in identifying and executing on strategies that maximize long-term shareholder value.


Strategic Advisory & Consulting Services:


Long Trail strongly believes in building long-term working relationships with its clients, and in doing so establishing a greater understanding of management’s goals and needs. We look beyond the initial assignment to assist our clients in anticipating whatever challenges or objectives that may lie ahead in order to ensure shareholder interests are always preserved.


With an intimate knowledge and understanding of our client’s objectives, Long Trail works to provide multiple strategic options and analysis to assist in management’s executive decision making. Whether it is a need for growth capital, a recapitalization, a need for growth capital, an acquisition or a divestiture, Long Trail will perform the analysis of the alternatives and make a recommendation to assist in selecting the most appropriate strategy.


Investment Banking Services:


Long Trail Advisors assists in sourcing targets and negotiating exclusive sales of public and private companies, divestitures of subsidiaries and divisions, and acquisitions and buyouts of businesses. The firm’s expertise ensures clients receive maximum sale proceeds, a focused and timely sale process, and an optimal transaction structure. Long Trail’s key services in completing exclusive sale, divestiture or acquisition include:


Mergers and Acquisitions:


  1. •Conducting a thorough due diligence review of the business, its products, markets, and growth  opportunities


  1. •Preparing a selling memorandum or an acquisition mandate letter, of superior quality which highlights the strategic opportunities the candidate presents


  1. •Identifying and contacting a targeted group of industry and financial buyers or sellers with the strategic motivation and resources to promptly complete the transaction


  1. •Negotiating, documenting and closing a sale transaction structured to achieve the client’s objectives


Corporate Finance:


One of the most difficult decisions that management and boards have to make is how to finance their company to maximize value for existing shareholders.  Long Trail’s employees have significant experience in assisting both management and boards in optimizing their outcome.


Long Trail’s team has extensive experience in assisting clients with the following forms of capital raises:


Private Capital


  1. •Raising traditional and non-traditional capital for emerging growth companies in the form of debt and equity financing.


  1. •Long term relationships with the institutional investment community including private equity, senior debt, mezzanine, venture capital and others.


  1. •Working closely with our clients to unlock any potential capital from other logical sources including strategic investors where a synergistic relationship may be formed.


Private Investment in Public Equity(PIPEs) / Registered Direct Offerings (RDOs)


  1. •We structure and place PIPE’s and Registered Direct Offerings that allow public companies to raise capital without the time or expense of public offerings


  1. •By utilizing our focused relationships and expertise, our clients obtain institutional investor support from targeted firms that are best suited for their goals and needs

 

Long Trail Advisors LLC, Securities offered through Bedminster Financial Group, Ltd., Member FINRA, MSRB, SIPC