We are an Advisory Investment Banking Firm – “A trusted partner for an organization’s most important decisions” We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their indu…
We are an Advisory Investment Banking Firm –
“A trusted partner for an organization’s most important decisions”
We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their industry, and today’s global market, we help navigate the short- and long-term opportunities and challenges facing an organization.
For over 30 years, our team has been managing complex financial transactions that maximize value for our clients while earning their trust and building long-term advisory investment banking relationships. Our commitment to remain independent from any investment or capital source ensures that we deliver unbiased guidance. It also promotes maximum competition among capital sources, helping to fully leverage value for our clients.
We advise our clients in transactions that involve capital being raised which may include:
Raising seed, start-up, development, or expansion capital
Mergers, demergers, acquisitions, or the sale of private companies
Mergers, demergers, and takeovers of public companies, including public-to- private deals
Management buy-out, buy-in or similar of companies, divisions or subsidiaries – typically backed
by private equity or family office consortiums
Equity issues by companies, including the flotation of companies on a recognized stock
exchange to raise capital for development and/or to restructure ownership
Raising capital via the issue of other forms of equity, debt and related securities for the
refinancing and restructuring of businesses
Financing joint ventures, project finance, infrastructure finance, public-private partnerships,
and privatizations
Secondary equity issues, whether by means of private placing or further issues on a stock
market, especially where linked to one of the transactions listed above
Raising debt and restructuring debt, especially when linked to the types of transactions listed above
The full menu of financing strategies for our clients may include:
Growth, Diversification & Acquisition Capital
PIPEs (Private Investments in Public Companies)
Leveraged Buyouts
Debt Refinancing
Management Buyouts
Recapitalizations
Acquisition Advisory & Consummation
Partial Sale or Partial Recapitalization
We assist and advise our clients through:
Clarifying the goals and objectives of the Owners and/or Shareholders
Determining the best source of financing to meet the company’s operating needs
Recommending a strategy for raising funds, family offices, traditional debt, institutional
Clearly demonstrating the Company’s Value in a Confidential Information or PPM
Assisting in leading the deal negotiations for the best terms in the transaction
Arranging a relationship with a FINRA Broker-Dealer
Negotiating the terms of the FINRA Broker-Dealer
Buyout of partners or family members, succession planning, removing owner’s personal risk
Removing a portion of the real value of a company in cash as capital gains
Aiding capital plays from partial investor buyin’s enabling owners to take “cash off the table”
Creating a vehicle to enable the management team to acquire equity or buy out for cash
Infuse new investor capital, phased sale of equity down the road, higher multiple extraction
OUR MISSION, VISION, AND VALUES
Our Mission
Empower colleagues.
Deliver client success.
Engage in our communities.
Our Vision
Be the Premier Global Boutique
We strive to attract and retain the best people. As we do, we embrace skills and perspectives from around the globe—and welcome new ideas. This helps us deliver the tailored, thoughtful work our clients have known us for.
Our Values
These eight core values help us stay true to our heritage while positioning us to innovate and find new ways to deliver exceptional results.
Integrity
Honor our commitments while always upholding the highest ethical standards.
Client Focus
Driven to provide exceptional service and outcomes.
Engagement
Find joy in what we do, seek balanced lives and celebrate the successes of our clients, teams,
and each other.
Inclusivity
Actively embrace diversity of thought, opinion, and background.
Excellence
Set the highest bar for quality in all our pursuits.
Agility
Anticipate new opportunities, embrace change, and adapt.
Entrepreneurship
Promote organizational, team and individual initiative.
Partnership
Be leaders, investing together in the enduring success of our colleagues, clients, and communities.
Industry Verticals
Real Estate – Transactional & Development / Sale Leaseback / Financing
Financial Technology
Life Sciences
Healthcare – Clinic / Devices / Pharma
Oil & Gas – E&P / Oilfield Services
Aviation
Heavy Equipment - Leasing / Sale Leaseback
All Services – B2B / B2C
MANAGEMENT TEAM
Timothy W. Crawford
Managing Partner
Mr. Crawford’s skill set lies in understanding the unique capital needs of a particular company and how to develop their long-term capital strategy. He has deep knowledge how to align a growth-oriented business with strategic partnerships and the proper capital partners that will help them avoid catastrophic wrong turns during their high growth stages. As a former Senior Vice President of McDonald Investment Group one of the ten largest banks in the world (A Key Corp Company / Public Company Symbol - KEY) Mr. Crawford has sat on the side of the desk that reviews investment opportunities offering keen insights as to what investors look for. He has maintained active relationships with institutional investors, including major investment funds, family offices, private equity firms, venture capitalists, angel investors, regional commercial banks, non-bank lenders, hedge funds, and FINRA Broker-Dealers.
Mr. Crawford began his financial career in 1989 at The Banc Stock Group where he structured and participated in taking The Banc Stock Group, Inc (BSGK) public in 1997. The Company was the number one performing stock on the NASDAQ in 1998 and subsequently changed the name to Diamond Hill Capital Management, Inc. (DHIL) in 2000. Mr. Crawford participated in underwriting more than $44 million in stock for community banks and managed assets totaling more than $50 million while at BSGK. He also structured and secured capital for First Capital Bancshares of Bennettsville, Citrus Bank, Northern Star Bank, Bank of Godfrey, Southeast Commerce Bank (currently ebank.com) and Saratoga Bank.
In 2002, he co-founded Capital City Partners of Columbus, Ohio and grew this firm from four founders to a regional financial service firm with more than 75 professionals in 5 states specializing in Wealth Management, Investment Banking and Insurance. While at Capital City Partners Mr. Crawford structured the acquisition of 200 energy properties in 11 states for $11.7 million for Capital City Energy Group (CETG) in 2007 and subsequently structured the Reverse Merger of CETG into a public company in 2008. While at CETG he formed and authored the Committee Charters and their employee stock purchase plan as well as authored their Super 8-K, finalized and signed their 8-K and 10-Q’s.
David Gligor
Partner – Project Strategy & Execution
David has mastered the “trifecta” of operations, finance and sales, having led companies through growth and turnarounds comprising a scale of operations and an area of direct responsibility from $25MM to upwards of $400MM. He has led a team of more than 6,200 associates across 37 states. This includes all facets for both field and corporate department functions. Reporting and directing strategic plans with Board of Director groups and International Senior Management.
Expansive merger & acquisition: depth led him to grow a medical retail clinic chain from 100 units to 325, through both “greenfield and acquisitions”. Connect Hearing is a US subsidiary of SONOVA AG, a world leading hearing healthcare organization based in Stafa, Switzerland and traded on the Swiss Stock Exchange. SONOVA benefited from a (+50%) increase in sales averages and margins of (+30%) while growing digital leads and consumer pipelines from 20% to an 80% mix versus institutional preferred provider networks, all this coupled with David leading the aggressive physical footprint growth.
Cash flow + margin improvement experience: Drove dramatic $88MM cash flow improvement (from $65MM to +$23MM),achieved $9.8MM in overhead savings, and averaged 6% to 8% average sales growth within 16 months at Service Corporation International. Overhauled compensation plans and eliminated multi-line organization waste.
David brings to Crystal Capital the “boot on the ground” mentality of operational, merger, acquisition, sales and finance depth, enabling him to cut through nearly any small to middle market organization encompassing industry sectors from services, specialty consumer, healthcare, manufacturing sectors.
