About the LudlowWard Capital Advisors, LLC

LudlowWard Capital Advisors, LLC (LWCA) is a full service investment banking and consulting firm focused entirely on providing specialized, transaction-related services to middle-market firms in manufacturing, distribution, information technology, publishing and media, healthcare, energy and financial services, among other transaction areas. We are engaged by clients as advisors, exclusive representatives and agents in transactions including mergers, acquisitions and divestitures, and private equity and debt placements. Private placements are executed through the firm’s wholly owned registered broker/dealer subsidiary, LudlowWard Securities, LLC.

LWCA also provides strategic consulting services relating to business valuation, recapitalizations and company capital structure, equity-based compensation planning (stock option and related programs) and succession planning. The firm has extensive experience working with senior management and boards of directors in all the areas just noted. The firm’s partners are veterans of well over 100 successfully completed transactions, having acted at various occasions as advisors, representatives, principals, sellers, buyer and investors.

We have long-standing, trusted relationships with private equity, venture capital, family offices, mezzanine and commercial lenders, hedge funds and institutional investors throughout North America.

Our mission is to help business owners, senior managers and boards of directors achieve their strategic objectives. LWCA offers clear-cut, practical, experience-tested advice together with rigorous assessments of what is possible in a market of buyers and sellers and an in-depth knowledge of the capital markets. We help our clients to identify, understand, set priorities for, and act on strategic and financial issues most critical to their long-term success.

LWCA’s distinctive combination of senior operational and financial experience is invaluable to clients. While no single transaction or company situation is ever alike, our broad operational and transactional experience produces exceptionally efficient client/ firm alignment. We get to know your business, your industry, your objectives and the transactional and strategic alternatives that may best meet those objectives thoroughly and quickly.

Our clients receive senior banker and consultant attention in every assignment.