Merger & Acquisition Advisory Services

  • Sales and mergers involving
    – private entrepreneur-owned companies
    – private equity or venture-owned companies
    – small cap public companies
  • Divestitures of subsidiaries or divisions of public or privately-held companies
  • Management buyout transactions
  • Recapitalizations
  • Buy-side acquisitions

Financing Services

  • Arranging senior or subordinated debt for recapitalizations, shareholder dividends, acquisitions, or general corporate purposes
  • Capital markets advisory services

Restructuring Services

  • Section 363 bankruptcy sales
  • Out-of-court balance sheet restructurings with existing lenders
  • Article 9 sales
  • Sales of secured debt or subordinated debt to third parties

Additional Advisory Services

  • Strategic Alternative Reviews
  • Special Committee advisory services
  • Valuations
  • Employee Stock Ownership Program (ESOP) advisory services
  • Fairness opinions