Corporate Advisory & Banking

Advice and capital for private and founder-owned businesses

As private business owners ourselves, our mission is to build long-term relationships with the owners and managers of private companies by helping them accomplish both their business and personal goals. That assistance comes in many forms – evaluating and preparing for a transaction, advising on succession, governance, and capital structure, and providing flexible capital to help private businesses meet their debt and/or equity financing needs.

Second Annual Private Business Owner Survey

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
Read More

What We Provide

Advice on Issues Facing Your Company Capital to Support Your Business
We advise private business owners on a wide range of corporate finance matters, including evaluating and preparing for a transaction and advising on succession, governance, and capital structure. We provide flexible capital to premier private businesses across a wide range of sectors to help them meet their debt and/or equity financing needs.

Solutions to help you achieve your business objectives

  • Corporate Advisory

    Objective and actionable advice to help you achieve your unique business and personal goals

    Learn More

  • Corporate Banking

    Value-added capital for privately held companies with excellent credit profiles

    Learn More

  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges

    Learn More

  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities  

    Learn More

  • Private Equity

    Active investors in lower middle-market private equity providing customized junior capital solutions

    Learn More

  • BBH Cedar Street Equity

    Specializing in private equity co-investments, recapitalizations, and opportunistic secondaries in lower middle-market companies

    Learn More

Our Differentiated Approach

As a more than 200-year-old owner-operated firm, we understand firsthand the challenges and strategic issues facing owners, their businesses, and their families. We specialize in advising private businesses on opportunities and issues they face.

Our cohesive team of corporate finance professionals has decades of experience across various industries and business models. Clients benefit from BBH’s expansive network of lenders, equity investors, intermediaries, industry experts, senior advisors, and more.

We understand that no two companies are alike and that business owners face unique challenges every day. We tailor our work for each client and provide custom solutions to the complex problems that our clients face.

We operate outside of the traditional transaction-oriented, success-fee-based investment banking model – we are not biased to a particular outcome. This allows us to provide impartial, thoughtful, and actionable advice tailored to address a client’s needs.

Our Insights

  • growth in business and finance, growing graphs and charts with statistics and digits

    Optimizing Corporate Liquidity Management for Private Businesses

  • ""

    Patient Capital: Balancing Business Reinvestment and Shareholder Liquidity Needs in a Multigenerational Family Business

  • ""

    What Private Business Owners Should Know About the Inflation Reduction Act

  • ""

    Establishing a Dividend Policy for a Family-Owned Business

  • ""

    Keeping It Safe: Cash Management Considerations for Private Businesses

  • ""

    How to Manage Liquidity Risk in a Crisis: What to Ask Yourself in Times of Economic Uncertainty

Contact Us

This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so. 

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



captcha image ↻

Type in the word seen on the picture

I am a current investor in another jurisdiction

1 of 2

2 of 2