about us
SGI MB is a global merchant banking boutique which provides flexible investment capital to companies together with strategy development, implementation and disciplined management of transformation, growth and other challenges. We also apply our experience as principals, managers and investment bankers to provide a broad range of corporate finance advisory services.
our mission
SGI MB is dedicated to leveraging its broad and multidimensional skill sets to select and nurture investment opportunities. We provide critical and unbiased strategic analysis to tailor investments and relationships between and among our extended network of clients, members and partners. The diversity of skills and experience provide unique and effective perspective in support of the growth, divestiture and liquidity goals of its partners and clients.
our investment criteria
SGI MB invests in companies with $50 million to $500 million in revenues. Clients can benefit from our vast international relationships and wide-ranging operational expertise in such areas as:
- Margin enhancement through efficiency improvements
- Working capital management
- Process enhancements
- Strategic positioning
- Foreign markets
- Identifying new channels for growth
how sgi mb is different
Few financiers or advisors have real experience running businesses. The principals of SGI MB each have a minimum two decades of experience as:
- Chief Executive Officers
- Executive Members of Boards of Directors
- Strategic Analysts
- Entrepreneurs
- Investment Bankers
- Corporate Financiers
- Operating Executives
- Project Managers
- Engineers
- Finance, Tax and Trade Lawyers
Equally varied are the industries in which they have been involved as Chairman, CEO and COO-level executives, managing directors and advisors:
- Branded Consumer Products
- Apparel
- Textiles
- Gaming
- Manufacturing
- Home Building
- Insurance
- Banking
- Shipping
- Direct Marketing
- Internet Technology and Marketing
- Education
- Professional Sports
- Food Processing and Distribution
- Real Estate Development
- Hospitality
- Entertainment
- Energy
We draw from our collective knowledge of a vast array of fields and alternative solutions, augmenting our skill sets with best-of-breed collaborators to meet the specific needs of any given situation.
Multidisciplinary Approach
SGI MB offers a multifaceted approach to deal development that combines an operations focus with finance, tax, growth management and legal expertise. Our varied transaction experience spans restructurings, recapitalizations, debt-to-own, project finance, expansion capital and wealth management.
Capabilities include:
Principal Investing
- Developing, sourcing and evaluating proprietary investment opportunities
- Business strategy development and risk assessment
- Transaction sponsorship
- Management oversight and strategy implementation
Advisory
- Strategic services for select high net worth families, entrepreneurs and corporations
- Corporate and transaction development, M&A, restructuring, recapitalizations, family succession and estate planning
- Advisor selection and management