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