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LockeBridge LLC
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LockeBridge LLC
Mission statement: 

The LockeBridge mission focuses on three core objectives:

1. No Conflict of Interest

It is critical that our goals and objectives are totally aligned with those of the clients’. For this reason we do not charge retainers and we do not accept compromising referral fees.  We invest a substantial amount of time understanding the prospective clients’ objectives and assessing our ability to meet those objectives prior to any engagement.

2. Holistic Advice

LockeBridge advisors are well versed in disciplines both directly related to the transaction such as legal, tax and employment issues, as well as ancillary issues such as estate planning, insurance and wealth management. Our goal is to both maximize and safeguard the transaction proceeds distributed and/or owed to the shareholder(s). Pursuant to the above, LockeBridge will assist you to assemble independent outside counsel to ensure that the proceeds are tax minimized and your wealth is preserved. All of our alliance partners have been rigorously screened to ensure that you will receive the same individual attention, high level expertise and exceptional service which you expect from LockeBridge.

3. Maximize and Protect

Proper preparation is critical to maximizing the transaction proceeds. Most businesses would obtain higher valuations if owners had focused on polishing those aspects of their operation that drive value up prior to a liquidity event. Through diligent pre-sale preparation and seasoned transactional expertise, we maximize deal terms and protect the clients’ interest, no matter who's on the other side.

LockeBridge (lök-brïj)


Locke - to secure  
Bridge - a union between two entities

Creating  a “Secure Union” between two entities.

Witnessing all too many failed merger and acquisition attempts, the LockeBridge Partners are focused on  “increasing the odds”.    We  place substantial emphasis on fostering a Secure Union between the transaction participants.  

The LockeBridge Secure Union Process focuses on core investment banking activities which have proven to result in superior closing rates, increased value and reduced execution time.
Educate the client to ensure that they fully understand the M&A and/or capital raise process, timing, expectations and impact to their personal wealth and estate planning needs.  Comprehensive educational forums are offered through the Exit Planning Forum.
Prepare the Company by removing value deflators and enhancing value drivers. LockeBridge offers Pre-Sale Consulting with well defined deliverables all aimed at maximizing value.
Execute a comprehensive search process and apply sophisticated deal structuring expertise to ensure exceptional synergies between the transaction participants while at the same time substantially exceeded goals and objectives.


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