About Us/Our Services

Markwood Capital has maintained a long presence in the heart of Orange County primarily because former clients and business professionals have consistently seen fit to provide sound referrals that become great clients. In addition to a strong referral base, Markwood team members have enjoyed the benefits of a rare and special synergy, which allows them to compliment one another’s talents and provide a comprehensive approach to meeting clients’ needs. This exceptional combination—a highly regarded reputation and a compatible and efficient work group--has allowed Markwood Capital to flourish in spite of nearly two decades of business climate fluctuations.

Founded in the late 80’s by Brian Callahan and Peter Schoenlaub, the firm added Ginny Johnson in ensuing years. The Markwood philosophy is to initiate and build long-term relationships with companies in a broad range of industries: computer hardware, data storage, software and related fields, telecommunications and high-technology electronics, manufacturing/distribution, catalog distribution and printing, and aerospace. They have developed a reputation for identifying viable emerging growth and middle market companies in need of on-going investment banking services, as well as those companies with more immediate need to expand, contract or, otherwise change business dynamics.

The services that Markwood can supply to companies are comprehensive and range from short-term consulting on specific topics (such as building an advisory board) to long-term preparation for a liquidity event. Some of the various areas that Markwood can analyze and address include:

• Reviewing financial reporting systems.
  
• Evaluating the appropriateness of audited financials.
  
• Creating basic business models.
  
• Filling vacancies in the management team.
  
• Introducing high quality corporate professionals: CPA's, attorneys, and bankers.
  
• Developing distribution channels.
  
• Building direct sales vs. OEM or licensing agreements.
  
• Defining an exit strategy-acquisition, IPO, management buyout.
  
• Packaging and preparing a company for investors or a buyer.