Companies & Owners
Ombardi & Co. advises companies and their owners at three moments: raising capital, pursuing a sale or acquisition, and navigating ownership transition. The Firm works in negotiated processes, in confidence, from the first conversation through close.
THE THREE MOMENTS
Raising Capital
Equity, credit, or structures between the two. The Firm advises on readiness, positioning, and terms, and brings the raise to capital it already knows: private equity, family offices, private credit and direct lenders, wealth platforms, and project finance sponsors. You speak with capital that has been chosen for fit, not with a market.
A Sale or Acquisition
On a sale, the Firm advises on valuation, negotiation, and the quiet mechanics of a process that stays private until you decide otherwise. On an acquisition, the Firm brings the discipline of its mandate work to your side of the table: qualification, approach, and negotiated terms.
Ownership Transition
Succession, partial liquidity, recapitalization, or the sale of a company built over decades. These are decisions about legacy as much as price. The Firm’s counsel starts with what you want the outcome to protect, and structures backward from there.
How the Work Is Conducted
Nothing about your company enters a conversation without your consent. Processes are negotiated rather than broadcast, names are withheld from the Firm’s public record unless you elect otherwise, and the Firm’s economics, retainer plus success fee weighted to completion, resolve when yours do.
STANDING RELATIONSHIPS
The Firm maintains standing relationships across private equity, family offices, private credit and direct lenders, wealth management and private investors, and project finance. These are the Firm’s own relationships, held over time, on both sides of prior work. When the Firm brings a company forward, it is brought to capital whose criteria are already understood.
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