Katmai Finance Associates

Katmai Finance Associates, established in the year 2000, is a Pittsburgh-based financial services provider that offers a cost-effective alternative for financial representation and project work. Our founder, Ray Tedesco, recognized the need for a coordinated approach to financial transactions that brings together the right professionals - financial, tax, and legal - to achieve success. At Katmai Finance Associates, we are committed to delivering financial solutions that are tailored to the unique needs of small to medium-sized businesses.

Our Services

As a comprehensive financial services provider, we offer a wide range of services designed to help businesses achieve their financial goals. Here are some of the services we offer:

• Investor Due Diligence: We provide thorough and comprehensive due diligence services to investors, ensuring that they have all the information they need to make informed investment decisions. Our due diligence services include financial analysis, market research, and risk assessment.
• Project Financial Management: We offer financial management services for large-scale projects, including budgeting, forecasting, and financial reporting. Our team has extensive experience in managing complex financial projects and ensuring that they are completed on time and within budget.
• Sell Side Advisory Services and Financial Representation: We provide sell-side advisory services to businesses looking to sell, including valuation, marketing, and negotiation. Our financial representation services ensure that our clients receive the best possible deal.
• Debt Financing and Placement: We help businesses secure debt financing through our extensive network of lenders. Our debt financing and placement services include negotiating terms, structuring deals, and managing the financing process.
• Family Trust Management: We offer family trust management services to help families manage their wealth and ensure that it is passed down to future generations. Our family trust management services include asset allocation, tax planning, and estate planning.

Recent Transactions

At Katmai Finance Associates, we have a proven track record of success. Here are some of our recent transactions:

• March 2018: We represented Steel Sales as the Sell Side Advisor in its divestiture of FS Alloys, Inc, a stainless-steel distributor located in Dallas, Texas.
• September 2017: We provided buy side due diligence services to Rockwell Venture Capital in connection with its control investment in Ecoremedy, LLC., a leading provider of waste conversion systems.
• July 2017: We represented Beth's Barricades and D & D Leasing as the sell side advisor in their sale to RoadSafe Traffic Systems.
• May 2017: We represented a local investment group in the asset purchase of a New England based specialty steel rolling mills company.
• January 2017: We completed a debt placement engagement for a local facilities management company.

At Katmai Finance Associates, we are committed to providing our clients with the highest level of financial services. Whether you are looking to secure debt financing, sell your business, or manage your family's wealth, we have the expertise and experience to help you achieve your financial goals. Contact us today to learn more about how we can help you.