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About CVA

We started CVA based on the simple premise that by doing a lot of things differently from a traditional investment bank, we could ensure that our client entrepreneurs maximize the return on their investment of time, energy, money and perseverance. As business owners ourselves, we understand what it takes to build a successful company, and everyone at CVA is committed to making sure you get the absolute best representation possible, whether you are selling your company, raising capital for future growth or simply building value for the future.

We come from backgrounds of deep operational and transactional experience, so we bring a unique perspective that is important when you are presenting your company to potential investors. We are careful when selecting clients to ensure that our relationships are collaborative and built on trust. As former operators, we understand that a transaction is simply one tool to help you accomplish your goals, but it is not always the best option. Unlike most banks, we are willing to work with our clients for years prior to a capital event—it allows us to build a deep relationship with our clients based on shared objectives and aligned interests.

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What We Can Do for You

Mergers and Acquisitions

CapitalValue Advisors understands the value of listening. We take the time to understand your business and your needs, then we fully evaluate and address any challenges. We create a custom prospect list and powerful positioning tools to screen potential buyers via direct and personal contact. We leverage the depth of our business experience to drive value and make the sale of your business a financial and personal success. If you are planning to buy a business, we have deep experience in acquiring companies and can help you in identifying acquisition candidates, negotiations, due diligence and integration planning.

Valuation

We have a valuation expert accredited with one of the more prestigious credentials (Certified Business Appraiser or CBA from the Institute of Business Appraisers). We provide valuations for a variety of reasons including, but not limited to: exit planning, strategic planning, estate planning, and buy/sell related engagements. We look at business valuation through the eyes of an investor. We take the time to tour your facility, meet your management team, and research trends in the marketplace. We combine our operations and appraisal experience with our financial savvy to develop a sound and reliable valuation that is accurate.

Board Advisory

Many of our clients engage us years in advance of when they want to go to market. From experience we know that preparing your business years in advance of a sale can create substantial value for you when you ultimately decide to sell. Understanding, identifying, and resolving risks in your business results in an increase in value – by having us on your team in advance of a sale, you can leverage our years of experience in operations and transactions to help you think more strategically about your business.

Capital Raises

Finding the right capital partner is more complex than simply finding someone willing to invest in your company. Our unique blend of advisory and operating experience can locate a partner who can creatively address challenges for your business and bring more than just money to the table. We have an extensive network of diverse equity and debt financing resources to help our clients reach their goals.

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What Our Clients Say

  • "From top to bottom, CVA displayed a remarkable understanding of Alpine’s business while representing us in our recent growth recapitalization, a tribute to their intelligence, experience, and diligence. We conveyed to them our criteria for an ideal match in a capital partner and they ran a wonderfully competitive process closely aligned with those goals that gave us multiple first-class options. They guided negotiations with a steady hand, ultimately leading to a robust financing partnership with Alcentra Capital. In addition, CVA really complemented our in-house finance capabilities and their team provided us with as much support as we desired along the way, allowing us to stay focused on running the business during the process."

    Alek Orloff, CFO of Alpine

  • "CVA thoughtfully represented Uinta, and was careful to make sure that our new partner fit with our long-term objectives for growth. They brought a number of options to us, but throughout the process they worked to ensure that the spirit of Uinta would be preserved and enhanced with our new partner. CVA's process worked exceptionally well...."

    Will Hamill, Founder and President of Uinta Brewing

  • "The decision to pick a trusted advisor was a difficult one, however, from day one, I knew that we made the right decision by selecting CVA to help us through this process. Working with their team was a true pleasure and I always knew that they had our best interests at heart."

    Shauna Doven, Co-Founder and Vice President of GWD

  • "Not only do they have tremendous M&A experience, but they are also just good people and a pleasure to work with. They had a great process to get us prepared to market and sell the business and did a wonderful job during the diligence phase of offloading a tremendous amount of work which allowed me to focus on running the business and making key decisions in the sales process."

    Josh Barrow, Founder and President of Third Sky

  • "Working with the professionals at CVA was a true pleasure. It was important for us that capital not be a limitation to our continued success; now we are even better positioned to take advantage of all the market opportunities we see. We look forward to continuing our relationship with CVA."

    Chuck Wilson, CEO of A-1 Organics

  • "They took the time to understand our business, people and our true objectives of the transaction—I always knew I had an ethical, professional and dedicated advisor in my corner. They are a pleasure to work with and I am proud to be a client."

    Greg Lyon, CEO of Jones Heartz

  • "As anyone who has been through this process will tell you, getting to closing can be a grind, but CVA's experience and persistence made this process as painless as possible. I would highly recommend that any entrepreneur looking to maximize the value of his or her business, while also wanting to do what is best for their company, partner with CVA as their long-term."

    Kyle Hansen, Founder and CEO, The Kyjen Company

  • "I knew what was going on every step of the way and never doubted that I was in good hands. Once the right buyer was identified, we completed the deal in weeks, not months. I attribute that timeline to the preparedness of CVA and their expertise through the entire process."

    Philip Sidebottom, CEO of Navigis

  • "CVA played a critical role in this process. Prior to hiring CVA, we considered handling this process ourselves…thank goodness we didn't. The deal process is complicated and CVA not only negotiated with several buyers, but managed the minutiae of due diligence as well. The result was a great deal for all parties. I cannot speak highly enough of the job that Jason and David at CVA did for us."

    Dean Cahow, CEO for Vantage

  • "Knowing they are an expert investment banking firm, I felt confident in CVA’s management of the deal, which enabled me to continue focusing on my main responsibility—the operation of Garbanzo. They helped me walk through a very unique stage in the company's history, and I am incredibly grateful for their knowledge and guidance."

    Alon Mor, Co-Founder President and CEO of Garbanzo

  • "Engaging CVA and its experienced team of professionals to facilitate the sale of the Company allowed me to continue to run the business. It is always a pleasure in business to partner with likeminded, similar culture companies and we managed to do both with Timken and CVA."

    Trevor Armstrong, CEO of Wazee

  • "Having now worked with CVA on three different transactions, we continue to be impressed with their integrity, hard work, and commitment to delivering a first class service to their clients."

    Matt Keis, Managing Director, Gemini Investors

  • "The level of service and knowledge that CVA was able to provide made the overall transaction a success. It was important to me to make sure that the buyer was as focused on the employees, our customers, and our continued success as I was. CVA made that happen through their process."

    Curt Armstrong, CEO of Wazee

  • "The CVA team helped us navigate very difficult negotiations with one of our largest competitors. They remained diligent throughout the process to ensure that the deal crossed the finish line and protected our interests along the way."

    Chuck Swanson, Jr., President and Owner of CL Swanson

  • "CVA made my goals their goals and guided me through difficult negotiations. That dedication and devotion led to the successful sale of my company and will ensure Combat Training Solutions' continued growth."

    Tony Colon, founder of Combat Training Solutions

  • "Selling one's business can be a complicated, traumatic and stressful ordeal. The knowledge, experience and professionalism exhibited by CVA was exceptional. Working with CVA actually made this process seem easy."

    John R. Gillis and Darlene Hartze, SGM Shareholders

  • "The time and effort to find the right advisor paid off. CVA was outstanding throughout the entire process. We are certain that their process found the best possible strategic partner to continue the successes of The Student Planner."

    Torstein Solheim, Chairman of the Board, The Student Planner

  • "We were very fortunate to partner with CVA. After interviewing a number of highly recommended firms the decision was clear. In the end it has been win, win, win and a terrific decision to work with CVA. I highly recommend them and believe they are the best firm we could have possibly chosen to handle our acquisition."

    Ed Mikesell, -Co-Owner of SKT

  • "We do not believe that this mutually beneficial transaction would have occurred without their highly professional, creative and most beneficial step-by-step unique processes. We will now join the ranks of the many highly satisfied former clients who are delighted to refer CVA to their friends and associates."

    Peter and Ro DePasquale, founders of DePasquale Staffing

  • "The depth and expertise that Hayward Baker brings to the acquisition will provide expanded value for Nilex Ground Improvement customers and new career opportunities for Nilex Ground Improvement staff. CVA played a key role in making this transaction possible."

    Walter van Woudenberg, CEO of The Nilex Group

  • "The team at CVA, specifically, Zack and Bates, made my deal possible. As an entrepreneur who developed the business over twenty years, it was extremely challenging for me to be objective in the negotiations. Their commitment to understanding our business allowed us to negotiate the intricacies and challenges of our deal successfully. They provided down-to-earth advice and represented Linko’s interests very well. Their experience and professionalism impressed the WaterTrax team which promoted effective communications as we moved through the discovery, due diligence and documentation phases. We would not have been able to do our deal without CVA."

    Mike Connolly, President of Linko

  • "It was our desire to find a buyer that wanted to use our long-established brand recognition and reputation in the market place as a platform for their growth going forward. More than just an exit strategy, we wanted to provide an environment where our culture would continue and our employees would have opportunity for personal growth and where our clients would continue to enjoy the relationships and service level they have become accustom, while adding to the financial strength and resource base supporting our team. CVA helped us select a buyer, guided us through the arduous process of due diligence and worked relentlessly in structuring favorable terms. This process was much more than we had anticipated and cannot imagine having been able to cross the finish line without CVA’s expert advice and assistance."

    Rich Johnson, President of BIG

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The Team Making It Happen

The CVA team is made up of individuals with a significant depth of operations and transaction experience. We feel that knowledge and experience only has value when it’s combined with an intense desire to work our hardest on behalf of every client.

  • David Tolson

    David Tolson

    David founded CapitalValue performing business valuations in 2002, and he and his business partner Chris Younger formed CVA (the investment bank) in 2005 with a mission to ensure entrepreneurs get the most out of their investment of time, energy and money in their companies. Sharing similar values and a passion for helping entrepreneurs, David and Chris felt they could do a better job for entrepreneurs and have had a great time helping clients ever since.

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  • Chris Younger

    Chris Younger

    Chris and his business partner David Tolson formed CVA in 2005 with a mission to ensure entrepreneurs get the most out of their investment of time, energy and money in their companies. Sharing a passion for what entrepreneurs mean to our community, Chris and David felt they could do a better job for entrepreneurs and have had a great time helping clients ever since.

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  • Nate Oatman

    Nate Oatman

    Nate joined CVA in 2013, and leads CVA’s business development efforts. Prior to joining CVA, Nate led business development for GHP Horwath (a top 10 CPA firm in Colorado) and GHPIA (a registered investment/advisory firm with over $750M in assets). In this role Nate worked with entrepreneurs, mid-market companies and large corporations.

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  • Zack Gibson

    Zack Gibson

    Zack joined CVA in 2008. As Vice President of CVA, Zack’s primary responsibilities include leading, executing and closing transactions involving the sale or financing of mid-market clients across a broad range of industries. He is also involved in financial analysis, modeling, market research and valuations.

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  • Danny Parkinson

    Danny Parkinson

    Danny Parkinson joined Capital Value Advisors in March 2015 as a Senior Associate. Mr. Parkinson’s primary responsibilities include executing and closing transactions involving the sale or financing of mid-market companies across a broad range of industries. He is also involved in financial analysis, modeling, market research, and client valuations. Previously, Danny worked as an Investment… Read more »

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  • Danielle Sanders

    Danielle Sanders

    Danielle joined CVA in 2012. Danielle’s primary responsibilities include the execution and closing of transactions involving the sale or financing of mid-market clients across a broad range of industries. She is also involved in financial analysis, modeling, market research and client valuations, and is a key part of CVA’s transaction team.

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  • Bates Parsons

    Bates Parsons

    Bates joined CVA in 2013. Bates’ primary responsibilities include supporting CVA clients across a wide range of industries, including financial analysis, modeling, market outreach, market research and valuations. Bates is an important part of CVA’s transaction team.

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  • Bobby Motch

    Bobby Motch

    Bobby joined CVA in 2014. Bobby works with the CVA team and our clients to help prepare financial analysis, modeling, market-research and valuations. Prior to initially interning at CVA, Bobby worked as a Business Analyst at Target Corporation, where his primary responsibilities included national inventory analytics and research. Bobby also worked as a Financial Analyst Intern at an automotive group in Minneapolis.

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Our Clients

Received growth financing from Alcentra Capital Corporation
Acquired by WaterTrax, Inc.
Acquired by Mesirow Insurance Services, Inc.
Received an investment from The Riverside Company
Acquired by US LBM Holdings
Acquired by VMware
Acquired by STV
Acquired by STV
Received growth capital from Great Western Bank
Merged with Kodiak Building Partners
Recapitalization by Mainsail Partners
Recapitalization by The Riverside Company
Acquired by Cloud Sherpas
Acquired by Hubbel
Recapitalized by Gemini Investors
Acquired by Timken
Acquired by Compass Group/Canteen
Received growth capital from Great Western Bank
Received strategic investment
Acquired by Cyalume Technology
Series A Preferred Investment
Acquired by School Datebooks
Acquired by Orion Healthcorp
Acquired by Spectrum Plastics Group
Acquired by West Corporation
Acquired by Talent Tree
Acquired by Select Medical Corporation
Acquired by an affiliate of NESCO Resouce
Acquired by Mesa Labs
Acquired by Select Staffing
Acquired by Socius Capital & Gemini Investors
Acquired by Beynon Sports Surfaces
CVA
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Where You Can Find Us

If you are thinking about a major capital event—please contact us. We'll start with a phone call to learn more about you, your financial and non-financial needs, and your business. We can then show you how we do business and discuss the type of support we’d be able to offer you and see if there is a good fit.

CORPORATE OFFICE
101 University Blvd / Suite 400
Denver, CO 80206
e info@capitalvalue.net
p 720.733.0400
f 720.528.7877