Klarian Capital Group
Chicago's Premiere Advisor to Middle Market Owner Operators
WHO WE ARE
As a boutique Entrepreneurial Services firm, Klarian Capital Group is focused exclusively on the operating and financial needs of Smaller Middle Market Companies and their entrepreneurial management teams. Whether consulting or providing transactional services, we are always leveraging our deep understanding of the dynamics of growing businesses and their passionate owner/operators, as well as our substantial transaction experience and contacts, to assist our Clients
in major undertakings such as enhancing revenues, profits, and operational efficiencies, raising debt, buying and selling businesses, structuring and consummating material strategic relationships, turnaround management efforts, and strategic and transition planning.
Our Founder and Managing Partner, Dave Lesser, after a highly successful 17 year career as a commercial lawyer, has dedicated the second chapter of his professional life to building a unique and in-depth understanding of growing businesses and the ways in which operational, financial, and transactional matters impact their prospects of success, and failure.
Although our “partner with the entrepreneur” approach generally makes us “industry agnostic,” our most notable success stories have been told in the Manufacturing & Distribution, Information Technology, Professional Services, and Real Estate industries.
WHAT WE DO
Transactional and Hybrid Services
Commercial Loan Brokerage.*
Senior Debt is perhaps the most critical item on a Smaller Middle Market Company’s balance sheet and Klarian treats the creation of true marriages between our Clients and their primary lenders as a true Investment Banking function.
Operating Lines of Credit
Asset Based Lender Facilities
Alternative Receivables and Purchase Order Financing
Mezzanine, Subordinated Debt, Participating Debt, Other Junior Capital
Acquisitions and Divestitures.*
- Deep Buy and Sell Side Experience
Acquisitions and Divestitures are large, distracting, resource intensive, and risky undertakings. Often, a Client can achieve the benefits its seeks through a business purchase or sale through the frequently overlooked “strategic partnership.” Klarian has extensive experience helping Clients assess its strategic options and potentially achieve goals with far less cost and risk.
(Klarian offers these services whether or not we act as the Financial Intermediary.)
“Sell Side Readiness” Engagements
Sell and Buy Side Due Diligence Management
Buy Side Integration Planning
* Dave Lesser is an Illinois Registered Business Broker and Loan Broker, as well as an Illinois licensed attorney and former holder of Illinois and Indiana real estate brokerage licenses.
Operating and Financial Consulting
Klarian has spent over a Quarter Century building diagnostic processes focused specifically on the unique characteristics of Smaller Middle Market Companies whose owner/operators are driven by entrepreneurial passions but don’t always have classic business skillsets.
Often, entrepreneurs don’t know what they don’t know until something “bad” happens. Klarian also has spent over a Quarter Century understanding and addressing “hidden” risks that threaten Smaller Middle Market Companies and helping owner/operators make informed risk management decisions based on magnitude of risk and return on risk mitigation investments.
Operating and Financial Consulting Services.
Breaking Through Stagnation
Growing FAST, but SAFELY
“Sell Side Readiness” Engagements
Business Planning & Project Planning and Management