Investment Banks

We work with investment banks in cases where their client needs to clean up their books and records prior to a transaction.  We may also provide an Acting CFO or Controller to their clients.

As we clean up the balance sheet prior to the audit, we surface and communicate any Accounting red flags to the bankers early in the process so that they can be proactive in their communications with potential buyers and investors in the deal.  This is a good reason to bring Mindshift Partners in as early in the deal process as possible. 

We in turn provide investment banks with deal flow from our stable of  medium-sized clients that are wishing to engage a bank for a transaction such as raising capital or sell-side M&A.