Our Clients
Closely Held &
Privately
Owned
Businesses:
Examples of Advisory Services Provided
- Sale or partial sale of a business
- Achieving owner liquidity
- Advice on generational transfers
- Valuations
- Financings
- Restructurings
- ESOPs and management buyouts
Public
Companies:
- Divestitures/Spin offs
- Special committee advisory
- Financing and re-optimization
- Acquisitions
- Auctions and sales
- Strategic alternatives
Shareholders
and
Owners:
- Gift and estate matters
- Valuations and appraisals
- Disputes
- Tender offers
- Proxy and activist matters
Institutions:
- Portfolio valuations
- Sales and auctions
- Add ons and roll ups
- Leveraged buyouts
- Fundraising for portfolio companies