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Pages
- Home
A private investment banking and management consulting firm led by entrepreneurs who are dedicated to a consultative approach in assisting owners and managers…
- Services
Battelle Capital Advisors represents clients in complex financial transactions. We take the complexity out of the dealings for you with our services tailored…
- Services Overview
While Battelle Capital Advisors represents clients in complex financial transactions, we take the complexity out of the dealings for you with our professional…
- Sale of a Business
The successful sale of a company requires developing and executing a sound plan to maximize value and after-tax proceeds. Battelle Capital Advisors has the…
- Buying a Business
For acquisition clients, Battelle Capital Advisors conducts searches, identifies and screens prosepctive sellers, provides analysis and valuations, coordinates…
- Corporate Financing/Capital Formation
Battelle Capital Advisors can faciliate a variety of financial arrangements including debt and/or equity placements, leveraged buyouts, mezzanine financing and…
- Business Transition Planning
For business owners to realize the value they deserve from their companies, a planned transition of ownership is critical. Battelle Capital Advisors has the…
- Business Valuations
Establishing an accurate and supportable valuation is an integral part of business transactions. Battelle Capital has the experience and competency to assure…
- Focus on Value
Rob Slee, founder of Midas Nation and author of Midas Moments and Private Capital Markets, presents a case that there is a value creation crisis in privately-…
- Professionals
Unlike many Merger & Acquisition/Investment Banking firms, the professionals at Battelle Capital Advisors have hands-on experience in owning/operating…
- Introduction
Professional Business Advisors
It continues to intrigue us at Battelle Capital Advisors that most business owners would not think twice about hiring a…
- Jim Sachs
Jim led the formation of Battelle Capital Advisors in 2003. Prior he was President of Associated Business Investment Corp., a mergers & acquisitions and…
- Frank Sanders
Frank Sanders, MBA, CExP, heads up the exit and succession planning practice of Battelle Capital Advisors. Before joining Battelle Capital Advisors in 2010,…
- Greg Barney
Greg Barney, CPA, CM&AA, specializes in mergers & acquisitions and capital formation transactions at Battelle Capital Advisors. Prior to joining Battelle…
- Jack Lohbeck
Jack Lohbeck heads us the business consulting practice for Battelle&Battelle. He has over 30 years of hands-on business management and finance experience most…
- Beth Grubb
Beth Grubb heads up the tax and business valuations practice at Battelle & Battelle, an affiliate of Battelle Capital Advisors. Beth has been with the firm…
- Jay Moeller
Jay Moeller is a Managing Partner of Battelle & Battelle and serves as liaison with its affiliate, Battelle Capital Advisors. His expertise includes working…
- Resources
Battelle Capital Advisors has compiled articles and resources related to mergers & acquisitions, corporate financing, exit/succession planning, business…
- Summary
Over the years, Battelle Capital Advisors has compiled various resources to help clients grow and realize wealth through business ownership.
Article…
- Articles of Interest
For your reference and review, Battelle Capital Advisors has compiled several articles related to mergers & acquisitions, corporate financing, exit/succes…
- Articles for Sellers
Battelle Capital Advisors has compiled serveral articles related to mergers & acquisitions, to assist business owners in all facets related to the sale of…
- Articles for Buyers
Battelle Capital Advisors has compiled several articles related to mergers & acquisitions, to help business buyers in their search for a successful acquisition.
- Financing & Capital Articles
Battelle Capital has compiled articles related to business capital and corporate financing to provide insight into sources and considerations.
- Articles for Business Transition Planning
Battelle Capital Advisors has compiled articles related to exit and succession planning to assist business owners in planning for the transition of the…
- Valuation Articles
Battelle Capital Advisors has compiled articles related to business valuation to provide insight into the methods and procedures involved in valuing a closely…
- The BCA Report
Battelle Capital Advisors publishes The BCA Report several times a year. Not only does the newletter provide descriptions of current offerings, it also…
- Booklets
Battelle Capital Advisors has produced several booklets for our clients which provide useful information in growing and realizing wealth in business ownership.Â…
- Useful Links
Battelle & Battelle Website
Business Enterprise Institute
Alliance of Merger & Acquisition Advisors
Small Business Administration
Ohio…
- Clients Served
Battelle Capital Advisors has successfully served numerous clients in mergers & acquisitions, corporate financing, exit and succession planning, valuation…
- Overview
Since its inception in 2003, Battelle Capital Advisors has facilitated over 50 transactions representing about 5 million in transaction value. Completed…
- Completed Transactions
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- Testimonials
Based on mutual trust and respect in our efforts to reach common goals, Battelle Capital Advisors maintains rewarding relationships with our clients.   …
- Contact Us
E-mail:
Battelle Capital Advisors
Phone:
(937) 293-8057
Fax:
(937) 298-5758
Address:
2000 West Dorothy Lane
Dayton, OH 45439
Map &…
