INVESTMENT BANKING
INDUSTRY EXPERTISE
INDUSTRY EXPERTISE OVERVIEW
Our highly experienced and knowledgeable industry teams provide insight into important industry trends and proprietary investment and deal opportunities. Imperial Capital focuses on sectors where we have deep expertise and research coverage, including:
Aerospace, Defense & Government Services
Imperial Capital’s Aerospace, Defense & Government Services (“A&D”) investment banking practice offers strategic and financial advisory services to institutional investors, industry participants and private equity investors across the U.S. and in Europe. Our principals have both industry and military experience in addition to many years of investment banking experience. In this highly specialized and cyclical industry, our extensive background provides us with a deep understanding of the economic and technological trends that drive the strategic needs of our clients.
Our significant sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including merger and acquisition advisory services, fairness opinions, capital formation (debt and equity) and restructuring services. Within the A&D and Government Services industry, areas of specific expertise include:
- Aftermarket Parts and Service – OEM, PMA and Used Serviceable
- Aircraft Leasing
- Defense Electronics
- Government Services
- Homeland Security (see our “Security and Homeland Security” practice overview)
- OEM Parts Production — Aerostructures, Interiors, Avionics
- Soldier Protective Equipment and Law Enforcement Products
- Training and Simulation Services
Airlines and Transportation
Imperial Capital’s Transportation Industry team advises a broad range of constituents in the Transportation industry, including boards and management teams, lenders, other creditors, and organized labor groups. Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital markets (debt and equity financings), merger and acquisition advisory, and restructuring advisory services.
Our seasoned investment banking professionals have extensive experience advising passenger and cargo airlines and have completed or advised on a variety of transactions, from lease and debt restructurings, modifications, aircraft and other debt financing to collective bargaining agreements, new capacity purchase agreements in the regional airline sector, buy-side due diligence and sell-side mandates. Our sector expertise spans the following subsectors of the Transportation industry:
- Airlines
- Airfreight
- Integrated Freight
- Logistics
- Trucking
Business Services
Imperial Capital’s Business Services investment banking practice offers sell-side and buy-side M&A, capital raising (debt and equity), restructuring or recapitalization, and financial advisory services to public and private middle market companies. Our extensive experience in this sector gives us a thorough understanding of the fundamentals and trends affecting both our current and prospective clients across the relevant Business Services subsectors. Our seasoned investment banking professionals leverage this knowledge to develop innovative, value-added, actionable solutions for our clients.
Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital raising (debt and equity), merger and acquisition advisory, and restructuring and recapitalization services. Imperial Capital has the domain knowledge to provide strategic solutions in a wide variety of Business Services subsectors, including:
- Business Process Outsourcing (BPO)
- Customer Care & Marketing Services
- Education & Training Services
- Electronic Data Discovery & Litigation Support
- Finance & Administrative Services (F&A)
- Financial Services
- Human Capital Management (HCM)
- Industrial Services (Management of Laundry, Waste, General Supplies)
- Logistics & Distribution
- Payment Processing
- Professional Services
Consumer
At Imperial Capital, our Consumer Industry team is comprised of experienced investment banking professionals who specialize in providing strategy and financial advisory services to branded middle market consumer companies. Our principals leverage their many years of investment banking experience and thorough understanding of the trends driving the Consumer industry to develop unique, timely and valuable financial recommendations.
Our deep sector expertise is complemented by our ability to deliver comprehensive solutions to our clients, including capital raising (both debt and equity), mergers and acquisitions advisory services, and restructuring and recapitalization services. Within the Consumer industry, we focus on numerous subsectors, including premium lifestyle brands and retailers in the following categories:
Active & Outdoor
- Functional & Technical Apparel
- Lifestyle Apparel & Accessories
- Sporting Goods & Equipment
- Hunt, Fish, Camp
- Fitness & Athletics
Health & Wellness
- Nutritional Supplements
- Healthy Food & Beverage
- Integrative Healthcare
- Natural Products & Remedies
- Personal Care & Anti-Aging
Restaurants
- Quick Service
- Fast Casual / Specialty
- Better For You Concepts
- Ethnic
Home, Family & Leisure
- Consumer Electronics
- Household Goods
- Juvenile Products
- Pet Products
Specialty Retail
- Multi-Channel Platforms
- E-Commerce & Direct-to-Consumer
- Hardlines
- Softlines
Energy (Clean and Traditional)
Imperial Capital’s Energy Industry group has significant expertise providing capital markets and financial advisory solutions to small and middle market companies. Our team of seasoned investment banking professionals has an impressive track record of identifying undervalued and special situation investment opportunities in the Energy sector for institutional clients.
Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital raising (debt and equity), merger and acquisition advisory, and restructuring and recapitalization services. The Energy subsectors in which we specialize include:
Traditional:
- Exploration and Production
- Midstream, including Marketing, Gathering, Processing and Transportation
- Oil Services, Onshore and Offshore
- Power, Utilities, Mining and Coal
- Refining, Marketing, Chemicals and Petrochemicals
Clean Energy:
- Biofuels
- Engineering, Procurement and Construction
- Geothermal Developers
- Smart-Grid and Energy Efficiency
- Solar and Wind
Financial Services
Imperial Capital’s Financial Services Industry team has significant expertise and experience providing strategic advisory and capital raising services to middle market financial institutions. We understand the dynamic forces impacting the Financial Services industry including consolidation, the need for creative capital solutions and increased government oversight. Our ability to raise capital across the entire capital structure as well as our broad distribution capabilities with our institutional accounts, lending institutions and private equity funds make Imperial Capital a meaningful partner to our clients.
Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our many clients, including capital raising (debt and equity), merger and acquisition advisory, and restructuring and recapitalization services. We specialize in the following Financial Services subsectors:
- Banks and Thrifts
- Business Development Companies (“BDCs”)
- Insurance
- Investment Management
- Specialty Finance
Gaming, Lodging and Leisure
Our Gaming, Lodging and Leisure team has experience in virtually all aspects of the gaming, lodging and leisure sector, including casino gaming, online casino gaming, equipment and software suppliers, hotels and resorts, and restaurants and nightlife. Our team of experienced professionals understands the current trends and regulatory environment in both existing and new jurisdictions that have driven the proliferation of gaming options and the impact these trends have on companies’ strategic plans. Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital raising (debt and equity), merger and acquisition advisory and restructuring advisory services. Our seasoned investment banking professionals specialize in the following subsectors:
- Commercial Casinos
- Equipment and Software Suppliers
- Golf Course and Ski Resort Operators
- Hotels and Resorts
- Leisure Parks
- Native American Casinos
- Online Casinos
- Race Tracks/Racinos
- Restaurants and Nightlife
- Route Operators
- Travel Services
- Vacation Timeshare Operators
Healthcare
Imperial Capital’s Healthcare Industry team provides clear and concise insights into the changing healthcare landscape, based on our deep knowledge of this particular industry. Our Healthcare Industry expertise covers healthcare services, medical devices and pharmaceuticals. The seasoned investment banking professionals at Imperial Capital possess a thorough understanding of public health policy and health reform as well as Medicare, Medicaid and commercial reimbursement systems.
Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital raising (debt and equity), merger and acquisition advisory, and restructuring and recapitalization services. Our Healthcare subsector coverage includes:
- Behavioral Health
- Dental Services
- Healthcare Information Technology
- Hospitals
- Institutional Pharmacy
- Labs
- Long-Term Care
- Medical Devices
- Nutraceuticals
- Services
- Specialty Pharma
Industrials
Imperial Capital’s Industrials team has a deep understanding of the sector having extensive experience working with middle market and Fortune 500 public and private companies across the industry. Our sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including capital raising (debt, equity and converts), mergers and acquisitions advisory services, and restructuring and recapitalization services.
The team has experience and expertise with Industrial Companies in the following subsectors:
- Advanced Manufacturing
- Automotive Products
- Building Products
- Chemicals
- Capital Equipment
- Electrical Equipment
- Engineering and Construction
- Highly Engineered Equipment
- Industrial Services
- Industrial Technologies
- Infrastructure Products
- Metals and Mining
- Paper and Packaging
The team has a particular focus and experience working with companies in the advanced manufacturing sector which includes:
- Manufacturing Equipment (Additive and Subtractive Equipment, Robotics/Automation, Tooling, Laser Components, Material Handling and Industrial Software)
- Manufacturers/Service Centers (Additive Manufacturers, Contract Manufacturers, Machining Centers, Metal Fabricators, Finishing Centers and Industrial Part Suppliers)
- Advanced Materials (Specialty Metals and Specialty Chemicals)
- Supply Chain Logistics (Industrial Distributors and Supply Chain Logistics)
Media and Entertainment
At Imperial Capital, our Media and Entertainment Industry team possesses deep domain expertise across the spectrum of the Media and Entertainment universe, from traditional ad-based media to tech-enabled and digitally-delivered media. Indeed, we not only understand the trends impacting how media and entertainment is consumed and delivered, but we can also extrapolate how the ever evolving entertainment landscape drives media companies’ business models and strategic plans. Our investment banking professionals leverage this industry knowledge to provide strategic and financial advisory and capital raising services to the boards, management teams, financial sponsors and creditors of media and entertainment companies.
Our extensive Media and Entertainment sector expertise is complemented by our ability to provide comprehensive financing and advisory solutions to our clients, including capital raising (debt and equity), mergers and acquisitions advisory, and restructuring and recapitalization services. The Media and Entertainment subsectors we cover include:
- Broadcasting
- Content Creation and Licensing
- Digital and Social Media
- E-Commerce
- Filmed Entertainment
- Information and Data
- Live Entertainment
- Media and Marketing Services
- Out-of-Home Advertising
- Online Marketing
- Pay Television
- Video Gaming
Real Estate
Imperial Capital’s Real Estate investment banking practice serves clients including REITs, developers and other property owners. Our expertise spans the real estate universe including all types of commercial development, single and multifamily residential development, hotels, mixed-use assets and land development.
Our deep sector expertise is complemented by our ability to provide comprehensive solutions to our clients, including institutional capital markets (debt and equity placement), mergers and acquisitions advisory, restructuring and recapitalization services. We have proven to be a valued partner in the complex and dynamic Real Estate industry. Our seasoned investment banking professionals specialize in the following subsectors:
- Multifamily, Industrial, Office and Retail Properties (Stabilized and Value-added)
- Commercial Development and Adaptive Reuse
- Homebuilding / For-Sale Residential and Building Products
- Hotels and Resorts
- Self Storage
- Senior Housing and Healthcare Real Estate
- Net Lease Properties
- Land Development
- Real Estate Related Specialty Finance
Security and Homeland Security
Imperial Capital’s Security and Homeland Security Industry team is one of the most experienced in this sector, offering superior advisory and capital markets (debt and equity) capabilities. Our seasoned investment banking professionals possess extensive knowledge of multiple Security Industry subsectors, from leading-edge information security technologies to traditional physical security companies (including companies focused on homeland security, government, enterprise and residential markets).
We leverage these insights to provide boards and management with strategic and financial advisory, public and private debt and equity financings, and capital structure and restructuring advisory services. Our experience extends to the following Security and Homeland Security markets:
- Access Control
- AI Based Solutions
- Border Protection
- CBRN
- Compliance
- Cloud, SaaS Based Solutions
- Critical Infrastructure Protection
- Cybersecurity
- Data Security & Analytics
- Emergency Preparedness & Response
- Enterprise & Commercial
Integration and Monitoring - Government & IT Services
- Guard Services
- Identity Solutions
- Information Security
- Perimeter Security
- Residential Security & Home Automation Services
- Unmanned & Autonomous Systems
- Video & Next Generation Surveillance
Technology & Telecommunications
Imperial Capital’s Technology and Telecommunications practice provides sell-side and buy-side mergers and acquisitions, as well as capital raising (debt and equity), restructuring or recapitalization, and financial advisory services to a range of middle market companies (from mid-stage private businesses to publicly-traded companies). Our experience across a wide variety of Technology and Telecommunications subsectors ensures a thorough understanding of the myriad technologies shaping the industry. Our innovative approach and industry focus helps us guide companies through critical opportunities and profound shifts in their competitive landscapes and operating environments.
Our technology investment banking expertise enables Imperial Capital to offer timely, comprehensive, value-added advisory and finance services. Indeed, the seasoned professionals at Imperial have the domain knowledge to provide strategic solutions in a wide variety of Technology and Telecommunications subsectors, including:
- Advanced Video, Surveillance and Location Technologies
- Background Screening, Verification and Reputation Management
- Communications
- Digital Media
- Enterprise Applications
- Identity Solutions
- Infrastructure Software and Systems
- Internet
- IT Services
- Litigation Support and Electronic Data Discovery
- Risk Management and Compliance
- Security
- Semiconductor Design, Test and Fab/Fabless Manufacturing
- Storage and Networking
- Software as a Service (SaaS)