Approach

The Right Partner

Choosing the right investment banking partner can be a crucial decision in today’s ever-changing and often volatile business environment. At Oberon, we make it our prerogative to understand all aspects of your business so that we can create a customized financial solution that serves your needs. Our role extends beyond providing traditional transaction-based services. We work continuously with our clients to fully analyze their financial situation and forge a roadmap for ongoing financial success – especially by structuring creative solutions they may not have considered.

• Understand each client’s business, markets, competition, trends and needs
• Objectively and accurately value our client and/or a target company
• Recommend a full suite of alternatives, whether our client is considering buying, selling or financing for growth
• Manage each step of the financial transaction
• Coordinate the due diligence
• Identify appropriate strategic partners
• Market and structure the deal
• Advise in negotiating the transaction
• Provide counsel and support the final outcome with your management team
• Remain an advisory partner who understands your company’s direction and intent as your business continues to grow

Operating Philosophy

Oberon Securities is a team of Wall Street veterans who pride themselves in developing long-term relationships with a select group of growth-oriented, small and midsize businesses.

• Our client’s success is our priority
• We treat our client’s goals as our own
• Our background and experience on Wall Street provide a solid foundation, but our vision, innovative approach, dedication and focus set our work apart
• As fellow entrepreneurs, we appreciate and fully understand the special needs and challenges of our clients