Advisory Services

Some would say that our advisory focus is pretty narrow. We would say that it is best to be “an inch wide and a mile deep”. We commit to being impactful in everything we do, which means focusing on areas where we have expert training and many years of experience. Perhaps most important, and a key distinction in favor of our clients, we do not delegate work to less experienced colleagues. Your transaction is too important to be a training ground for bright but less experienced advisers. Lastly, we focus on serving entrepreneurs. As such, we provide expert advice while avoiding potential conflicts with private equity and large corporate counter-parties. Our three service lines are detailed below.

Sell-Side

  • Presale preparation advice

  • Indicative value range estimation - provided pre-engagement

  • Review of alternatives and design of sale process

  • Preparation – prospective buyer research, information memoranda, buyer presentations, virtual data room facilitation

  • Process - outreach to prospective buyers, indicative letters, management presentations/Q&A, letters of intent, site visits, due diligence

  • Deal and contractual negotiations and closing

Buy-Side

  • Identification and analysis of potential opportunities

  • Narrow outreach to targets

  • Business level due diligence

  • Advice on bidding tactics and strategy

  • Preparation of indicative offers and letters of intent

  • Structuring and acquisition financing

  • Deal and contractual negotiations and closing

Finding Capital

  • Review of financing alternatives and development of optimal capital structure

  • Expansion capital - for acquisitions and/or organic growth

  • Refinancing

  • Distributions to principal(s)

  • Management buyouts

  • Senior, subordinated, structured, and minority equity options considered