Corporate finance & strategic advisory.
Three integrated and complementary advisory areas, delivering a comprehensive and professional approach tailored to your business goals.
Financing & Capital Solutions
Advice and guidance on accessing capital from institutional debt and equity capital providers (banks, private equity, family offices, pension funds and alternative lenders).
Capital planning and balance sheet optimization to achieve strategic and operational goals.
Analysis and recommendation of different forms of capital available from specific lenders and investors to optimize cost, flexibility, covenants, investment return and risk sharing.
Refinancing and turnaround management — including lender negotiations, recapitalizations, and special loans / distressed debt advisory.
Mergers & Acquisitions
Structuring and execution of value creation strategies including acquisitions, divestitures, mergers, and management or shareholder buyouts.
Identification and contact with purchasers, partners and acquisition targets through our professional and proprietary network.
Lead transaction processes — due diligence, structuring, valuation, marketing package, competitive deal process, soliciting offers, negotiating and closing.
Post-closing support including owner and management transition, ongoing financial support and corporate development.
Strategy & Corporate Development
Market expansion strategies (new products, services, geographies) with opportunity and risk analysis, plus business development and growth assistance.
In-depth financial modeling, forecasting and scenario analysis to assess profitability, liquidity, leverage and capital needs.
Industry and competitor analysis, benchmarking and strategic positioning.
Succession planning including transition and owner exit planning.
Collaborate with external advisors and fractional executives to optimize management capacity and strengths.