Business, Operating and Financial Plans
We consult on hundreds financial advisory engagements each year as clients utilize our professionals’ real-world operating experience, objectivity and analytical expertise.
As a merchant bank specializing in a number of practices and with deep understanding of multiple industries, we are able to leverage our market knowledge to offer clients a unique perspective on how certain strategic initiatives could impact their financial performance.
Strategic and Joint Venture Advisory; Licensing Advisory
As founders and early investors in multiple companies, our professionals have a strong knowledge of corporate governance issues, M&A and joint venture negotiation strategies, valuation inflection points and the role intellectual property plays (where applicable).
Restructuring / Turnaround Advisory
We are an objective advisor to our corporate clients whose financial situation has become strained.
Our senior professionals become immersed in the clients operations because we recognize how critical it is to develop potential alternatives within a very short time frame. We help businesses:
- Assess their current and projected financial performance, capital structure and liquidity needs in light of industry conditions and the current capital market environment.
- Simultaneously develop and explore all possible strategic alternatives.
- Evaluate their viable strategic alternatives, their process timeline and the impact on the various corporate constituencies.
- Chart a course of action to maximize value and execute an agreed-upon plan.