Strategic and Financial Advisory

Corporate Finance Advisory

We provide corporate finance advisory services to public and private companies that need critical input regarding important strategic and financial issues in advance of a transaction. In the past, we have been retained by companies to refine business plans and financial projections, prepare for capital-raising transactions, develop acquisition strategies, attract Wall Street research and market makers, or create a process to enhance value. These services can be provided exclusive of, or in connection with, a contemplated transaction.

Valuations and Fairness Opinions

We provide our clients with independent assessments of the value of companies and the fairness of transactions. Our ability to render these services is based on our strong analytical tools, deep industry knowledge, and substantial experience.

IPO Advisory

We provide management with independent analysis as to timing, valuation, and positioning of the IPO. We assist companies with introductions to and selection of underwriters, leveraging our relationships with full-service firms and research analysts. We can help identify other outside advisors (e.g., legal, accounting, public relations), as requested, to help prepare the company to go public.