About One 2800
One 2800 Capital Advisors is a US registered broker-dealer and FINRA Member Firm that provides investment banking services and specializes in merger & acquisition advisory, capital formation, and strategic advisory services. One 2800 is the broker–dealer affiliate of Blue & Co., LLC (www.blueandco.com) a regional CPA firm with more than 400 professionals in over ten offices in the Mid West providing full-service assurance, tax, and transaction advisory services since 1970.
Our firm advocates on behalf of lower to middle market companies and assists them in navigating the significant milestones of their business in order to strategically create value – with fervor, flexibility, and an unwavering commitment to our clients.
We approach each transaction with an engagement team that is committed to a successful outcome. We collaborate with our clients as one firm, where every individual is dedicated to our clients’ success, utilizing a turn-key approach.
As trusted thought partners to owners and management teams (buy-side and sell-side), we forge enduring, valued relationships that deliver results. We are consumed by the impact that our work has on the success of our clients.
Mergers & Acquisitions
As merger & acquisition transaction advisors, we partner with our clients and evaluate the ideal buyer in the marketplace. Whether that means a sale to a financial or a strategic partner. We have a demonstrated and proven track record of success in the marketplace, having successfully advised numerous business owners looking to sell or divest of their business interest.
We emphasize the importance of collaboration in all our processes, while ensuring our clients maximize value for the businesses they have built. We understand how much selling your business means, as business owners ourselves, and take every step to ensure the smoothest transition possible.
We utilize a targeted and tailored process unique to each prospective assignment, to ensure the best possible outcome is achieved for each client, centered around the four pillars of a business transition:
Our senior leadership is actively involved throughout every step of the process from concept to close. Our approach ensures our clients are fully educated on all their options, leaving them in the best possible position to make a decision that will align them for future success.
The foundation of our buy-side advisory services is acting as the trusted advisor to our clients. We look to serve as a strategic partner in facilitating the growth of our clients business. Our approach is deliberate, flexible, and results-driven. We like to think of ourselves as an extension of a Company’s corporate development department. We look to understand our client’s long-term growth strategy and then develop a consistent merger & acquisition strategy that will accelerate that growth trajectory using our industry expertise and leveraging our relationships cultivated over decades of client service.
If desired, One 2800 can leverage our transaction experience to execute the acquisition on behalf of our clients, through due diligence, negotiation, and the definitive agreement.
One 2800 advises on private capital raising for:
- Mergers & acquisitions
- Growth equity
- Balance sheet recapitalization
- Management buy-out
- Generational transfers
- Shareholder liquidity
- Employee buy-out
We work with our clients to determine what capital sources will work for them and is best suited to meet the needs at hand. The lower to middle market has a captive investor audience anxious to provide acquisition finance, growth equity, mezzanine, or uni-tranche debt financing, and senior secured debt to our clients business.
One 2800’s advisors have structured, negotiated as agents, and completed financings in a number of different industries and at all layers of the capital structure.
One2800’s strategic advisory services center around identifying and executing on strategies to maximize shareholder value with diverse shareholder objectives in mind. We assess capitalization options and its ability to complement both the growth requirements of our client’s business and the liquidity needs of its owners/shareholders. We evaluate the transaction strategies including acquisitions, divestitures, recapitalizations and, potentially, the sale of the company, and determine how each strategy impacts shareholder objectives relative to risk, liquidity, asset diversification, succession, estate planning, and maximizing value. Our analysis of business value is based on years of experience and unmatched analytical and firsthand experience and knowledge of the current mergers & acquisitions and capital financing environment facing lower to middle-market companies.
One 2800’s valuation professionals subscribe to the highest ethical and professional standards established by the American Society of Appraisers and the American Institute of Certified Public Accountants, amongst other reputable organizations. One 2800 provides independent and objective valuation advisory services for a number of purposes including:
- Mergers & acquisitions
- Estate tax planning
- Goodwill impairment testing
- Financing (SBA)
- Strategic Planning
- Fairness opinions
- Management compensation
- Purchase price allocations
- Charitable contributions
One 2800 is a FINRA Member Firm, and as such, all of our registered representatives have successfully completed the registration and examination requirements to serve our clients appropriately. Our services and opinions are judiciously documented and are designed to withstand inspection from regulatory authorities including the Internal Revenue Service and the Securities and Exchange Commission.
One 2800 professionals have a diverse background and have provided transaction advisory services to a wide-range of industry sectors including manufacturing, professional services, construction and many other industries within the lower to middle-market sector.
Our transaction advisory experience is second to none, and we believe our work history speaks for itself, as our professionals bring an expansive portfolio of experience and quality to our clients time, and time again.
We believe our historical working relationship with our clients, as well as creative and innovative ideas from many of our thought leaders in the industry speak for itself. Each engagement is unique; however, they each provide some perspective of the breadth and depth of our experience in transaction advisory and consulting for clients throughout the country.
CEO / Financial & Operations Principal
Mr. Loughmiller is a principal at One 2800 and has over 20 years of experience in providing transaction advisory services at Blue & Co., LLC (the parent company of One 2800) and Big Four and global consulting firms. Mr. Loughmiller has experience advising lower to middle-market companies and business owners in sale transactions, private equity placements, and acquisitions across a broad range of industries. Mr. Loughmiller’s experience includes deal structuring on behalf of his clients throughout his career.
President / Chief Compliance Officer
Mr. Fritz is a principal at One 2800 and has over 15 years of experience in providing transaction advisory services at Blue & Co., LLC (the parent company of One 2800). Mr. Fritz has experience advising lower to middle-market companies and business owners in sale transactions, private equity placements, and acquisitions across a broad range of industries. Mr. Fritz’s experience also includes due diligence, quality of earnings assessments, and other transaction related matters.