Our professionals come with extensive transactions experience and industry knowledge which enables Luma Associates to provide its clients with tailored comprehensive advisory services both in buy and sell-side transactions. We are capable of originating, structuring, negotiating and executing transactions which help our clients – corporations, entrepreneurs, financial sponsors and business owners – achieve their financial and strategic goals.

By working actively with our clients, professionals at Luma Associates are dedicated to achieving optimal results. Luma Associates’ transaction advisory services are embedded in our financial and industry expertise, our commitment to excellence, our creativity, and our ability to deliver results.

Sell-side acquisition advisory services

  • Comprehensive services for sell-side acquisitions, divestitures and other exit strategies
  • Explore, analyze and advise on strategic alternatives
  • Provide judgment on valuation and transaction structure
  • Identify and evaluate potential acquirers
  • Provide clients with assessment of market responses
  • Provide objective advice on transaction structure, pricing and timing
  • Support final execution of transaction
  • Provide fairness opinions
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Recapitalizations services

  • Provide clients with comprehensive services for majority or minority recapitalizations, management buyouts and other liquidity events
  • Assess liquidity needs and transaction structures
  • Explore, analyze and advise on various alternatives
  • Provide judgment on valuation and resulting capital structure

Buy-side acquisition advisory services

  • Provide clients with comprehensive services for buy-side acquisitions, industry consolidations and strategic acquisition targets
  • Develop solutions for clients to strategically manage assets
  • Provide judgment on valuation and transaction structure
  • Identify and evaluate potential targets
  • Provide clients with assessment of market responses
  • Advise on and negotiate transaction structure, pricing and timing
  • Support final execution of transaction