Welcome to the Official Website of Livingston Securities LLC.


CORPORATE ADVISORY

Livingston Securities actively advises both buyers and sellers in facilitating and financing transactions, combining our execution capabilities with extensive relationships in the financial sponsor community and through teamwork with our dedicated capital markets team.

Livingston Securities provides a broad range of advisory services to clients in connection with mergers, acquisitions, restructurings and other corporate finance matters.

We offer clients the full spectrum of corporate finance advisory services including, but not limited to, the following services:

  • - Exploring value maximization strategies
  • - Developing company positioning and documentation for potential buyers
  • - Developing buyers lists and managing all communications with potential buyers
  • - Managing due diligence, data rooms, site visits and all buyer investigations
  • - Evaluating bids and negotiating and executing final transactions and documentation

Our goal is to become a trusted senior advisor to top corporate executives, boards of directors, financial entrepreneurs and sponsors, and help devise strategies for creating value in transactions that typically are of utmost strategic and financial importance. Our clients can expect significant exposure to veteran dealmakers who have a deep understanding of their company and decades of experience.

Our growth strategy in our Financial Advisory business includes:

  • - Investing in our intellectual capital with the addition of senior professionals who we believe have strong client relationships and industry expertise.
  • - Increasing our contacts with existing clients to further enhance our long-term relationships and our efforts in developing new client relationships
  • - Expanding the breadth and depth of our industry expertise and adding new practice areas
  • - Coordinating our industry specialty groups on a global basis

Our Financial Advisory practice consists of an experienced group of advisors with specialties across a wide range of industries and practice areas. They operate by way of frequent, high quality client contact. We invested in adding to our team during a period of financial market weakness, when many of our competitors were reducing senior staffing, to position us to capitalize more fully on any financial services industry recovery.

We provide financial and advisory services to public and private companies in our target sectors and a variety of special situations. In each of these, we bring to bear our depth of experience, our advisory skills, and our distribution prowess, working to understand a company's needs and goals before offering our advice or structuring a transaction.

Livingston Securities specializes in providing objective, independent and informed advice for our clients - leveling the playing field for middle market companies when dealing with active and financially sophisticated buyout groups, large corporations and lenders. We counsel our clients on the most effective options, tactics and structures available to seek to maximize value.

Our strategic advisory services include general strategic advice and transaction-specific advice regarding mergers, acquisitions, divestitures, spin-offs, privatizations, joint ventures, special committee assignments and takeover defenses.

Mergers and Acquisitions. When we advise companies about the potential acquisition of another company or certain assets, our services include evaluating potential acquisition targets, providing valuation analyses, evaluating and proposing financial and strategic alternatives and rendering, if appropriate, assistance in obtaining fairness opinions. We also may advise as to the timing, structure, financing and pricing of a proposed acquisition and assist in negotiating and closing the acquisition.

Divestitures and Sale Transactions. When we advise clients that are contemplating the sale of certain businesses, assets or their entire company, our services include evaluating and recommending financial and strategic alternatives with respect to a sale, advising on the appropriate sales process for the situation and valuation issues, providing guidance, when appropriate, on preparing corporate sales materials ad assistance in obtaining fairness opinions. We also identify and contact selected qualified acquirers and assist in negotiating and closing the deal.

Joint Ventures. When we advise clients about possible joint ventures, our services include providing technology, intellectual property and market due diligence, evaluating and proposing financial and strategic alternatives, identifying and contacting potential JV partners and negotiating and managing transactions from initiation to completion

Livingston Securities advisory professionals seek to serve as trusted senior advisors to top corporate officers and boards of directors, helping them devise strategies for enhancing shareholder value. We believe this relationship-based approach to our advisory business gives us a competitive advantage in serving a distinct need in the market today. We believe our advisory business is differentiated from that of our competitors in the following respects:

  • - Objective Advice with a Long-Term Perspective. We seek to recommend shareholder value enhancement strategies or other financial strategies that we would pursue ourselves were we acting in management's capacity. This approach often includes advising our clients against pursuing transactions that we believe do not meet that standard.
  • - Senior Level Attention and Experience. The Senior Managing Directors in our advisory business participate in all facets of client interaction, from the initial evaluation phase to the final stage of executing our recommendations.
  • - Independence and Confidentiality. We do not publish securities research or act as a lender. This enables us to avoid the potential conflicts that may arise from these activities at larger, more diversified competitors. Our commitment to discretion and the smaller size of our firm enable us to provide our clients with strict confidentiality.