Lincoln International Inc. (LCLN)

Overview

Lincoln International, Inc. functions as an independent investment banking advisory firm catering to the private capital markets both in the United States and internationally. Founded in 1996 and based in Chicago, Illinois, the firm operates through two primary segments: Investment Banking Advisory and Valuations and Opinions. By providing tailored services designed for various sectors such as Business Services, Consumer, Healthcare, Industrials, and Technology, Lincoln International strives to enhance its clients' capital-raising capacity and overall investment strategy.

Products and Services

• Investment Banking Advisory

  This segment provides a variety of capital advisory services, including:

  • Debt Advisory: Assists companies in structuring their debt according to market conditions and client requirements.
  • Special Situations and Restructuring: Advises businesses facing unique challenges or needing to restructure their operations to achieve stability and growth.
  • Growth/Minority Equity: Focuses on providing equity capital for growth initiatives and strategic investments.
  • Private Funds Advisory: This includes guidance on structured and continuation vehicles, single asset vehicles, primary funds, and co-investment vehicles to optimize investment portfolios.
• Valuations and Opinions

  Lincoln International provides comprehensive valuation services and advisory opinions that include:

  • Portfolio Valuations: Evaluates the value of investment portfolios to assist asset managers and institutional investors in making informed decisions.
  • Transaction Opinions: Provides objective assessments of fairness in transactions to protect stakeholders and ensure compliance with regulatory standards.
  • Board Advisory: Offers strategic guidance to boards of directors and special committees to navigate complex corporate governance issues.
  • Disputes Advisory Services: Assists clients in resolving disputes by providing expert testimony and advisory services related to valuations.
• Strategic Consulting

  Delivers strategic consulting services designed to enhance business operations and market position through analytical and hands-on involvement.

• Executive Peer Exchange - Connect

  This platform fosters mentorship and connections among leaders within the insurance and wealth sectors, allowing executives to share insights and best practices.

• Agency Member Network - FirstChoice

  Provides members with direct access to insurance carriers, along with strategic business planning and advanced technology services to enhance operational efficiency.

• Capital Attraction Platform

  Developed to assist clients in attracting investment capital while also focusing on purpose-driven investing, enhancing value, and realizing satisfactory returns.