Advisory

Mergers & Acquisition and Restructuring Advisory Services

Our approach as advisors is unique and differentiated from most other firms which allows us to work independently with our clients or as part of an advisor team alongside traditional investment banks and other financial advisory firms.

Unlike other advisory firms, our team regularly acts as Principal on Financing, M&A, and restructuring transactions enabling us, as a result of our expertise, to make complex decisions. As a transaction principal, we are an active participant being advised by leading financial and legal advisors and, more importantly, we are in the room when advisors step out and decisions are made. We bring these experiences to all of our client engagements to help our clients achieve successful results.

Our advisory services include:

  • Development and formulation of merger, acquisition, divestiture and restructuring strategies
  • Identification of potential buyers or acquisition targets
  • Assessment of valuation
  • Assisting with due diligence investigations
  • Developing financing strategies
  • Structuring, negotiating and processing transactions
  • Development of company offering memoranda and other presentation materials
  • Coordinating with other professional advisors (legal, tax, accounting)