Corporate Advisory & Banking

Advice and capital for private and founder-owned businesses

The private bank for private business owners

As private business owners ourselves, our mission is to build long-term relationships with the owners and managers of private companies by helping them accomplish both their business and personal goals. That assistance comes in many forms – evaluating and preparing for a transaction, advising on succession, governance, and capital structure, and providing flexible capital to help private businesses meet their debt and/or equity financing needs.

Owner to Owner summer issue 2025

This issue of Owner to Owner explores how to navigate roadblocks when it comes to decision-making with a business partner and when using philanthropy as a tool to unite families across generations. We also look at ways to maximize a business’s value in a sale and how – and why – to articulate a compelling narrative for your business.
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What we provide

Advice on issues facing your company Capital to support your business
We advise private business owners on a wide range of corporate finance matters, including evaluating and preparing for a transaction and advising on succession, governance, and capital structure. We provide flexible capital to premier private businesses across a wide range of sectors to help them meet their debt and/or equity financing needs.

Solutions to help you achieve your business objectives

  • Corporate Advisory

    Objective and actionable advice to help you achieve your unique business and personal goals

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  • Corporate Banking

    Value-added capital for privately held companies with excellent credit profiles

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  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges

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  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities  

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  • BBHCP Private Equity

    Active investors in lower middle-market private equity providing customized junior capital solutions

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  • BBH Cedar Street Equity

    Specializing in private equity co-investments, recapitalizations, and opportunistic secondaries in lower middle-market companies

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Our differentiated approach

As a more than 200-year-old owner-operated firm, we understand firsthand the challenges and strategic issues facing owners, their businesses, and their families. We specialize in advising private businesses on opportunities and issues they face.

Our cohesive team of corporate finance professionals has decades of experience across various industries and business models. Clients benefit from BBH’s expansive network of lenders, equity investors, intermediaries, industry experts, senior advisors, and more.

We understand that no two companies are alike and that business owners face unique challenges every day. We tailor our work for each client and provide custom solutions to the complex problems that our clients face.

We operate outside of the traditional transaction-oriented, success-fee-based investment banking model – we are not biased to a particular outcome. This allows us to provide impartial, thoughtful, and actionable advice tailored to address a client’s needs.

Our insights

  • Scheme basketball game on blackboard background

    Keeping the honeymoon going: How to set yourself up for good decision-making when bringing in a business partner

  • Cartoon of a man inside a pie chart

    Capital Allocation for Private Business Owners

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    Maximizing value in the sale of a closely held business

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    Attracting and Retaining Executives in a Closely Held Business

  • growth in business and finance, growing graphs and charts with statistics and digits

    Optimizing Corporate Liquidity Management for Private Businesses

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    Establishing a dividend policy for a family-owned business

Contact Us

This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so. 

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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