What sets us apart?

EXCELLENT CLIENT SERVICE

We are an independent investment bank with an entrepreneurial and innovation focus!

What sets us apart?

TRUSTED ADVICE

We are an independent investment bank with an entrepreneurial and innovation focus!

What sets us apart?

INNOVATIVE THINKING

We are an independent investment bank with an entrepreneurial and innovation focus!

What sets us apart?

ENTREPRENEURIAL CULTURE

We are an independent investment bank with an entrepreneurial and innovation focus!

ABOUT P2 CORPORATE FINANCE

P2 Corporate Finance, LLC is an independent investment bank and registered FINRA broker dealer based in Atlanta, Georgia. The firm provides strategic and financial advisory services to private and public companies on mergers and acquisitions (M&A) (sell-side and buy-side), private placements of debt and equity, recapitalizations, accessing public debt and equity markets, and providing valuations and fairness opinions. Our team has more than two decades in investment banking advising and servicing private and public corporations and institutional investors. We specialize in serving early stage/growth companies.

OVERVIEW

METHODS

INDUSTRIES

ABOUT P2 CORPORATE FINANCE

We leverage our experience and industry expertise as entrepreneurs having previously founded and run businesses to generate effective solutions for our corporate clients. We differentiate ourselves given that we are an independent and entrepreneurial firm and have previously run lines of businesses for the investment banking arm of a large financial services corporation with responsibilities for revenue generation and P&L, hundreds of employees, several billion dollars of balance sheet and helped direct and execute a merger integration. This parallel perspective positions us to have a strong appreciation for and better understanding not only of the strategic and financial objectives of the management teams and boards of our clients, but of their operational, employee, and shareholder responsibilities as well.

OVERVIEW

METHODS

INDUSTRIES

STRATEGIC INDUSTRY VIEWS

ABOUT P2 CORPORATE FINANCE

P2 caters to early stage/growth, private, and public firms in the Electric and Gas Utilities, Power, Energy Infrastructure: Midstream Energy and Pipelines, Renewables, and related services, Industrials/Diversified, Healthcare, and Technology/Tech-enabled sectors. Additional industries serviced per on-demand basis.

OVERVIEW

METHODS

INDUSTRIES

POWER & ENERGY

FINANCE

HEALTHCARE

INDUSTRIAL / DIVERSIFIED

TECHNOLOGY

Across the power and energy sectors, we especially look to focus on advising on the transition taking place in the U.S. to reduce industrial, commercial, and residential carbon footprint and in a pragmatic and common sense way, whether that be through advising firms with new technologies or tech-enabled process that deliver on the purpose or identifying opportunities to corporations on how to repurpose existing assets. We put a priority on 24/7 reliability and the economic cost to consumers and the need for active dialogue with federal, state, and local regulators and authorities on managing and mitigating stranded costs. The long-term transformation and introduction of new and potentially substitute technologies within these sectors will continue to drive M&A and capital raising activities at both the public and private levels, in our opinion.

ABOUT P2 CORPORATE FINANCE
STRATEGIC INDUSTRY VIEWS

OVERVIEW

METHODS

INDUSTRIES

POWER & ENERGY

FINANCE

HEALTHCARE

INDUSTRIAL / DIVERSIFIED

TECHNOLOGY

In financial services, we seek to advise firms that provide technologies that enhance the capital markets, traditional banking, personal finance, with the purpose of promoting more efficiencies and liquidity whether in pricing, data, or liquidity. We also like platforms that provide broad access a financial literacy coupled with providing access to more users. Consumers need better options for generating passive income and returns from investing. We believe that blockchain technology will become an evermore important component of enterprise use. M&A should continue to be healthy away from traditional banks and financial companies.

ABOUT P2 CORPORATE FINANCE
STRATEGIC INDUSTRY VIEWS

OVERVIEW

METHODS

INDUSTRIES

POWER & ENERGY

FINANCE

HEALTHCARE

INDUSTRIAL / DIVERSIFIED

TECHNOLOGY

As the largest expense to the U.S. economy, we believe that healthcare sector stands to benefit materially from technology both operationally and in the delivery of patient care. For example, the ability to reconcile CPT codes accurately and then using the data to prospectively determine or at least verify patient diagnoses and corroborate drug prescription interactions is a material benefit. Many hospitals and clinics are under financial pressures not just due to costs and challenged insurance reimbursement rates. Those without technology to at least provide efficient operations and data management and reporting will continue to be under financial pressures. We expect to continue to see an active M&A environment and high capital needs.

ABOUT P2 CORPORATE FINANCE
STRATEGIC INDUSTRY VIEWS

OVERVIEW

METHODS

INDUSTRIES

POWER & ENERGY

FINANCE

HEALTHCARE

INDUSTRIAL / DIVERSIFIED

TECHNOLOGY

Traditional and long-time established industries still have opportunities to enhance and modernize operations and improve products and the delivery of services. We expect a mix of active M&A and capital needs depending on competitive advantages and niche strategies.

ABOUT P2 CORPORATE FINANCE
STRATEGIC INDUSTRY VIEWS

OVERVIEW

METHODS

INDUSTRIES

POWER & ENERGY

FINANCE

HEALTHCARE

INDUSTRIAL / DIVERSIFIED

TECHNOLOGY

We see the sector as continuing to be integrated and core to business revenue models across all industries and not just as operational support services or products in the historical sense. Hence, over the long-term, we see technology ceasing to be a separate industry. Given our view that software e.g. SaaS and hardware as more integrated within businesses, M&A will be driven more by companies making buy versus build determinations.

ABOUT P2 CORPORATE FINANCE
STRATEGIC INDUSTRY VIEWS

OVERVIEW

METHODS

INDUSTRIES

Close

Services

- Our services include strategic and financial advisory, M&A advisory and transaction execution, recapitalizations, providing valuations and fairness opinions, and other non-financial, and consulting services on a select basis.

- Our goal is to utilize our industry expertise underpinned by a rigorous research approach to derive and provide value added idea generation that will allow our clients to facilitate and execute their strategic initiatives.

- Our investment bankers leverage their entrepreneurial and diverse backgrounds, industry expertise, differentiated insights, and operational knowledge to achieve desired optimal strategic and financial solutions for our clients.

- As a minority-owned firm, we are also in a position to provide clients with an opportunity to assist in achieving their diversity, inclusion, and equity initiatives as a component of their Environmental, Social, and Corporate Governance (ESG) objectives. We also support and volunteer to assist D&I non-profit organizations.

Industry Coverage

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Utilities/Power | Renewables | Clean/Clima-Tech

Energy Infrastructure Pipelines |
Energy-Tech

Healthcare Technology
Industrials

Technology—Fintech, SaaS,
Tech-enabled products or services

NIMBLE, FRIENDLY AND

EXPERIENCED

Paul Elizondo

Managing Director, Founder, and CEO

BIO

Paul is the founder and CEO of P2. He is responsible for the firm’s strategy, business development, compliance, and operations as well as originating, advising, and executing mergers and acquisitions (M&A) and capital raising transactions for clients. Paul has 25 plus years of experience in investment banking and capital markets as a leader, investment banker, and research analyst advising corporations and institutional investors having primarily worked prior to P2 at investment banks Truist Securities (fka SunTrust Robinson Humphrey) and BofA Securities (fka Banc of America Securities). He has helped raise and place billions of capital over his career and assisted with evaluating and executing client and corporate strategic initiatives such as mergers and acquisitions (M&A). In addition, he has lead and run lines of businesses with ownership and responsibilities for P&L and peak revenues of over $100mm, managed 100+ employees, developed multiple business plans and executed on the associated strategies, and built revenue models and financial forecasts. With this background and as an entrepreneur, he has added insight and appreciation when advising entrepreneurial founders and C-suite level management teams and boards of directors on their corporate strategies, financial needs, and operations.

During the period at BofA when Paul was a sell-side research analyst, he was the second-highest ranking member of the electric utilities and power team that received the “Institutional Investor (II) All American Fixed Income Research Team” ranking of #1 or #2 for several years for their coverage of the Electric Utility industry.

EDUCATION AND LICENSES/CERTIFICATIONS

Paul holds a B.S. in Chemistry from Davidson College.

He holds the FINRA Series 24 (Principal), 79 (Investment Banking), 7 (General Securities), and 63 (State Laws) licenses.

INTERESTS AND COMMUNITY SERVICE

Paul is a member of the Association for Corporate Growth (ACG), the Atlanta Technology Angels (ATA), and the Technology Association of Georgia (TAG). He was an active participant in the SunTrust CIB Women’s Sponsorship Group and the firm’s Inclusion and Diversity Council. Paul is a donor and actively involved of a number of charities supporting cancer research—Duke Cancer Institute, Ian’s Friends Foundation (IFF)(pediatric brain tumors), and the American Cancer Society (ACS)—as well as veteran’s and anti-human trafficking programs. He enjoys tennis, swimming, traveling, and camping/over-landing.

Bakley Smith, CFA

Director and Investment Banker

BIO

Bakley Smith, CFA, is a Director and investment banker at P2, where he leads the execution of M&A and capital raising transactions. He develops marketing materials, conducts financial analysis, and crafts tailored communication strategies for clients — while also selectively driving business development to source and cultivate new opportunities. Bakley began his career in equity research at Banc of America Securities (now Bank of America) and Jefferies, covering consumer products and retail. He later transitioned to the operating side as CFO of TestingMom.com, an online education company, where he oversaw all financial functions. He subsequently founded a consulting practice before joining Green Circle Capital, a boutique investment bank, where he provided deal execution, financial analysis, and client-facing marketing and communications. Bakley brings more than 20 years of experience across investment banking, capital markets, finance operations, and entrepreneurship — giving him a valuable dual perspective as both a former operator and a capital markets professional, leaving him well-positioned to advise growing companies, their founders and c-suite executives.

EDUCATION AND LICENSES/CERTIFICATIONS

Bakley holds a BA in Biology from Wesleyan University. He is a CFA charterholder and holds the FINRA Series 79 (investment banking), 82 (private placements), SIE (General Securities) and 63 (State Laws) licenses.

INTERESTS AND COMMUNITY SERVICE
Bakley is a member of the CFA Society of Atlanta where he co-chairs the CFA book club. He is an alumni representative for Wesleyan University and active in fundraising and organizing activities. He was a volunteer for Network in the Prisons, a successful New York-based organization focused on transformation and empowerment of incarcerated individuals. He enjoys tennis, traveling near and far and quality time with family and friends.