M&A, LBO Analysis and Capital Strategy Advisory
Founder-led advisory for owner-led businesses, investors, and lower middle market companies evaluating acquisitions, exits, capital structure, recapitalizations, restructuring, transaction support, and strategic growth decisions.
Advisory Support for Serious Business Decisions
Whether you are evaluating a potential acquisition, preparing for a sale, reviewing capital structure, planning succession, or navigating a complex capital decision, IE Strategic Capital Group provides disciplined advisory support built around clarity, discretion, and execution judgment.
We work with founders, owner-operators, investors, family-owned companies, and lower middle market businesses that need more than generic consulting. Our role is to help clients understand the decision in front of them, evaluate available paths, protect value, and move forward with discipline.
Institutional Underwriting Applied to Owner-Led Decisions
A transaction should not be evaluated from headline valuation alone. Purchase price, earnings quality, cash conversion, leverage, liquidity, financing terms, downside risk, and residual owner economics are connected. IE Strategic Capital Group evaluates those relationships before transaction momentum becomes a substitute for judgment.
Value and Purchase Price
Establish what is being paid for, how enterprise value is constructed, and which senior claims must be recognized before equity value is considered.
Earnings Quality
Separate reported EBITDA from sustainable operating performance, test adjustments, and identify concentration or margin issues that can distort value.
Cash Flow and Reinvestment
Follow earnings through working capital, taxes, capital expenditures, restructuring needs, and other demands on cash before relying on headline profitability.
Debt Capacity and Liquidity
Evaluate leverage, interest burden, amortization, covenant headroom, refinancing risk, and the liquidity needed to operate through volatility.
Downside Resilience
Stress revenue, margins, rates, working capital, integration, and execution assumptions before allowing upside to justify the transaction.
Structure and Equity Economics
Assess financing terms, rollover equity, seller financing, earnouts, contingent consideration, and what remains for ownership after senior claims are satisfied.
Decisions We Help Clients Evaluate
Clients often arrive with a decision before they arrive with an advisory category. IE Strategic Capital Group is built around the economic question that needs to be answered.
Acquiring a Business
Evaluate price, normalized earnings, financing, working capital, debt capacity, downside protection, and whether the transaction still works after the full structure is recognized.
Explore acquisition and LBO advisoryPreparing for a Sale
Identify likely buyer challenges before diligence begins, improve financial readiness, evaluate transaction structure, and align the process with owner objectives and timing.
Review client situationsReviewing Capital Structure
Understand how much debt the business can prudently support, where liquidity becomes constrained, and whether refinancing, recapitalization, or alternative capital improves the owner’s position.
Explore capital strategy servicesEvaluating a Complex Situation
Compare restructuring, refinancing, succession, partnership, liquidity, or strategic alternatives when the original path is no longer the only path worth considering.
Start a confidential conversationHow IE Strategic Works
Our process is designed to reduce uncertainty progressively, identify what matters economically, and prepare clients to make a decision before execution pressure takes over.
Applied Advisory Analysis
IE Strategic Capital Group is developing a focused library of applied transaction analysis using public information and clearly identified assumptions to demonstrate how advisory decisions are underwritten. The objective is not to recreate public-market research. It is to place the reader in the position of an owner, buyer, sponsor, or adviser before capital is committed.
Acquisition Underwriting
How purchase price, sustainable EBITDA, cash flow, financing, asset monetization, turnaround requirements, downside coverage, and residual equity economics determine whether an acquisition actually works.
Recapitalization and Owner Liquidity
How much liquidity ownership can extract without transferring too much operating resilience from the enterprise to the shareholder, and why maximum financeable leverage and prudent leverage are not the same number.
The first Applied Advisory cases will be published after the underlying transaction records, financing terms, public disclosures, and analytical assumptions are fully researched and verified.
Market Intelligence With Transaction Relevance
IE Strategic Capital Insights focuses on the consequences of market conditions for owners, buyers, sellers, lenders, and investors. Rates, credit conditions, inflation, working capital, tariffs, earnings, and market volatility matter when they change debt capacity, valuation, transaction certainty, liquidity, or strategic timing.
Part of Zepeda Capital Holdings
IE Strategic Capital Group LLC operates as the client-facing strategic advisory subsidiary of Zepeda Capital Holdings LLC. The relationship provides institutional context and a shared culture of disciplined capital allocation and underwriting while preserving IE Strategic’s distinct mandate around M&A, LBO analysis, capital strategy, transaction support, and complex owner decisions.
Start a Confidential Conversation
A serious first conversation can begin with the transaction objective, ownership priorities, financial profile, capital structure, timing, constraints, and the decision that needs to be made. It does not need to begin with a polished presentation.
CONTACT IE STRATEGIC CAPITAL GROUP