Investment Bankers for Families, Founders, and Entrepreneurs.
For more than twenty years, Lenox has helped clients realize the value of what they have built.
The Lenox Difference
As a full-service investment bank, we differentiate ourselves by committing direct involvement throughout the process from senior team members, while creating thoughtful solutions focused on client objectives.
The Lenox Team
Our founders have worked together for over twenty-five years. The transaction team is comprised of highly trained individuals offering unmatched client service.
Mergers & Acquisitions
Significant sell-side and buy-side advisory experience at every stage of the M&A process from initiation through marketing, financing, negotiations and closing:
- Complete Sales
- Recapitalizations
- Management Buyouts
- Divestitures
Capital
Raising
Extensive experience and in-depth knowledge of the private equity and debt capital markets:
- Private Equity
- Debt Refinancing and Placements
- Growth Capital
- Acquisition Financing
Financial
Advisory
Strong track record of providing advisory services to Boards of Directors of publicly-traded, private companies, families, and business owners:
- Business Valuations
- Fairness Opinions
- Strategic Advisory
Who We Serve
We serve privately held businesses owned by families, founders, and entrepreneurs. Often succession is the question: who will take over the business when the current generation moves on?
Whether you’re a family navigating the succession of your company, an owner trying to grow your business, or a shareholder seeking liquidity; we’re here to help.
Families
We specialize in advising family-owned businesses. A family-owned business can define the legacy of a family, while representing the identity of its shareholders. We understand the unique challenges family-owned businesses face and have helped numerous families realize the value of their business, while protecting its legacy.
Founders / Entrepreneurs
Founders and Entrepreneurs face inflection points in the life cycle of business ownership. Many times, the preservation of that Founder or Entrepreneur’s company culture is perhaps as important as the financial outcome. Lenox specializes in tailoring solutions that meet the unique needs of these privately held businesses.
Our Diverse Range of Industries
Our diverse range of industries and expertise allows us to deliver the right solutions to our clients, no matter their industry or unique needs.
Select Transactions
“The team at Lenox brought extensive experience and provided knowledgeable guidance through all facets of the transaction process. They were able to navigate a unique market and company dynamics, which was instrumental in finding the right buyer and reaching a favorable outcome. We are thankful for their expertise, knowledge, and camaraderie and would highly recommend Lenox to any other company pursuing a similar avenue.”Stephen Frazier, CEOTarter Farm and Ranch Equipment
“The Lenox Group recently assisted in helping us sell our family-owned business of 62 years, inclusive of the 3rd generation. The teams banking and business knowledge helped us maximize the highest value. They were great in working with all of our business partners, accountants and legal team, to make the sale a success. The time and energy Lexox devoted to our family was above and beyond our expectations.”Cheryl Jackson, Family-Member and ShareholderLand Air Express
“When my family and I decided it was the right time to sell our growing company, we knew we needed a financial advisor to guide us through the transaction process. We were fortunate to be introduced to the Lenox Group. The Lenox team was instrumental in guiding our “deal” across the finish line. They checked all the boxes along the way from diligence to negotiations. We always knew they had our best interest in mind. What impressed me most was there continuing availability to be ready for whatever step was next, especially as the transaction was in the final stages. The Lenox team was always at the ready to get the job done. They offered great advice and were able to help us manage through the demanding process. They were always cognitive that we still had a business to run and tried at all times to get out in front for us. I highly recommend this team.”Evan Trommer, CEO and Co-FounderVictory Supply
“When I was first introduced to The Lenox Group, I wasn’t really looking to sell my business. Lenox did not do a hard sell, which I greatly appreciated, but over several months advised me of some of the current market conditions that could impact the timing of my decision. They suggested we test the market as a starting point, with no obligation to go through the full process. Once I decided to move forward, the value the Lenox team provided was a smooth process, strong list of targets, and most importantly, experienced-based insight. I couldn’t be more pleased with the people, the process, or the outcome.”Jay Stephens, CEO and FounderDavis Landscape
“When my wife and I founded Cool Springs and Donelson EyeCare, we sought to build a culture that focused on the patient experience. As we grew our practice, we wanted to find a strategic partner to help maintain that culture and allow us to realize the fruits of years of hard work. We were introduced to The Lenox Group to advise us on a potential partnership with a strategic platform. We were most impressed at how deeply they dove into our business, its mission, positioning, strategies, operations and financials. They became a trusted member of our team. Lenox organized a competitive process generating multiple offers from which we selected the partner who most shared our vision. Lenox guided us to a successful transaction, and we appreciated and valued their counsel throughout the process. We would highly recommend them for any business contemplating a transition or sale.”Dr. Jeff Kegarise, CEO and Co-FounderCools Springs and Donelson Eyecare
“The Lenox Group rose quickly to the top of our research effort to find a working partner to help lead us through the exhaustive process to sell our long-term family-owned business. Their detailed, proven sale approach didn’t disappoint. Our decision to select Lenox to represent us in this effort proved to be one of the most positive life-changing decisions in our business career.”Melvin Solomon, CEO and FounderTri Arc