BOUTIQUE ADVISORY

TRANSACTION ADVISORY

CORPORATE FINANCE

SPECIAL SITUATIONS

SMALL SHOP, BIG PROJECTS

Bryker specializes in i) Corporate Finance, ii) Transaction Advisory, and iii) Special Sits, offering high-touch  services to operating companies and investors in the lower middle-market. This space is often overlooked by larger service providers and crowded with "volume shops". We are selective, prioritizing opportunities where we can have a meaningful impact. The "quality-over-quantity" mindset lends itself to long-term relationships with our partners / clients.  

 

DYNAMIC SERVICE OFFERING

Redundancy among service providers in the middle market can be costly. Our dynamic backgrounds allow us to adapt as projects evolve, making us a valuable partner throughout the entire investment lifecycle. 

TRANSACTION ADVISORY

Founder Advisor

Strategic Alternatives

Investment Banking

Sell- and Buy-Side  Advisory  Comprehensive Recaps 

M&A Advisory

CORPORATE FINANCE

Strategic CFO

FP&A Support

 Interim Controller

Post New Money Integration

Investor / Sponsor Mgmt

SPECIAL SITUATIONS

In and Out-of-Court Restructuring

Creditor Representation

Operational Turnaround

Incentivized Asset Management

Debt to Equity Converts

 

REPRESENTATIVE PROJECTS

CORPORATE FINANCE

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Interim CFO during and after change-of-control restructuring for PE Backed CPG company.

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CFO and FP&A responsibility for fast growing CPG company post Series Seed investment

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Post change-of-control accounting / finance support for PE backed CPG company.

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Post change-of-control accounting / finance support for PE backed CPG company.

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Plan Administrator following s363 Sale and Plan Confirmation for national bar and restaurant chain.

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Overhaul accounting and finance procedures in anticipation of future merger with affiliate sponsor companies.

TRANSACTION ADVISORY

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Led Series Seed Investment in fast-growing health and wellness CPG company. 

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FA and investment banking role on numerous fundraising efforts

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Placement Agent for PIPE  for Public oil and gas E&P company

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Restructuring role for family office backed company results in s363 Sale.

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Advised on growth equity investment and provided high-touch controller services.

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Weather

Line

Transaction advisory role for inbound offer led to 100% asset sale.

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Transaction advisory role for inbound offer led to growth equity investment.

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Transaction advisory role for inbound offer led to majority equity sale.

 
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Josh Holley

Principal

Josh has over 12 years of corporate finance, restructuring, and operating company expertise in the lower middle market.

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Shane Gothman, CPA

Associate

Shane has over 5 years of experience in operational accounting and corporate finance consulting services.

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Travis Walker, CPA
Analyst

Travis has 2 years of public accounting and assurance experience.

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TEAM

 

 STRATEGIC  PARTNERSHIP

Josh Holley has a strategic relationship with Oak Hills Securities, Inc. ("OHS", Member FINRA/SIPC), a registered broker dealer with a strong reputation in the lower middle market. All investment banking services and securities are offered by Mr. Holley through his affiliation with and registration at OHS.

Office Hallway

CONTACT US

Austin, TX Office

1012 Rio Grande St. Austin, TX 78701

Dallas, TX Office

2121 N. Pearl St. (3rd Flr) Dallas, TX 75201

Oak Hills Securities

121 NE 50th St. Oklahoma City, OK 73105

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