Areas of expertise
mergers & acquisitions
We are highly selective in buyside or merger advisory assignments; and therefore, carefully assess market and process conditions before engagement. We create value for our clients via thoughtful diligence and extensive debt and equity capital relationships, with both traditional and non-traditional sources. We also utilize proprietary relationships and market intelligence to circumvent broader auction processes and drive negotiated transactions.
Equity capital raise
We understand the challenge of preserving equity ownership, while funding growth, dividends or recapitalizations. We work with owners to evaluate near- and long-term goals, and determine the most cost-efficient and least-dilutive path to success. We believe that governance can be equally as important as valuation, and help our clients understand the quantitative and qualitative implications of utilizing equity. We have a broad network of private equity firms, hedge funds, and family offices, which allows us to match our clients with the right partner.
sales & divestitures
Our team has extensive experience in minority, majority and total sales transactions, for whole companies or business segments. We believe in open communication with our clients, by setting clear valuation and timing exceptions prior to and during a marketing process. We appreciate the financial, strategic and emotional aspects of any sales transaction and are well-versed in helping business owners successfully navigate each step of the way.
financial restructuring
Having the expertise to assess and navigate the complex time-sensitive dynamics of special situations requires a unique set of skills. We provide independent advice and strategic alternatives available to distressed companies. We roll-up our sleeves to develop and effectuate our client’s turnaround by restructuring their capital structure, whether in- or out-of-court, allowing for their return to viability. Our partners are well-versed in the bankruptcy process and have executed Section 363 sales and prepackaged plan of reorganizations for both debtors and creditors.
Debt capital raise
Our partners have deep relationships with traditional and non-traditional lenders, ranging from senior to mezzanine debt, at both established and emerging providers. This proactive approach stems from our own past experience as lenders; we know how credit committees assess risk and structure loans. Therefore, we can provide our clients with a multi-faceted strategy that results in the best terms and a timely close.
strategic advisory
We have advised companies through different life and economics cycles, ranging from early stage to mature, in both booming and recessionary environments. Our partners assess owners’ near- and long-term strategic goals, in the context of current and projected economic conditions. We believe in pre-transaction planning and often help owners create business models and financial budgets. We balance optimal capital structure and corporate finance theories with practical recommendations, recognizing that valuation is as much of an art as a science.