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
Interim CFO during and after change-of-control restructuring for PE Backed CPG company.
CFO and FP&A responsibility for fast growing CPG company post Series Seed investment
Post change-of-control accounting / finance support for PE backed CPG company.
Post change-of-control accounting / finance support for PE backed CPG company.
Plan Administrator following s363 Sale and Plan Confirmation for national bar and restaurant chain.
Overhaul accounting and finance procedures in anticipation of future merger with affiliate sponsor companies.
TRANSACTION ADVISORY
Led Series Seed Investment in fast-growing health and wellness CPG company.
FA and investment banking role on numerous fundraising efforts
Placement Agent for PIPE for Public oil and gas E&P company
Restructuring role for family office backed company results in s363 Sale.
Advised on growth equity investment and provided high-touch controller services.
Weather
Line
Transaction advisory role for inbound offer led to 100% asset sale.
Transaction advisory role for inbound offer led to growth equity investment.
Transaction advisory role for inbound offer led to majority equity sale.
Josh Holley
Principal
Josh has over 12 years of corporate finance, restructuring, and operating company expertise in the lower middle market.
Shane Gothman, CPA
Associate
Shane has over 5 years of experience in operational accounting and corporate finance consulting services.
Travis Walker, CPA
Analyst
Travis has 2 years of public accounting and assurance experience.
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.
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