Services
Our customized approach to your unique situation will help maximize value for your business, achieve favorable financing terms or secure the best buy-side terms in the market. We advise on most favorable timing for transactions, keep you abreast of market conditions and provide expert valuations to establish realistic expectations. Our extensive buyer and lender network ensures exposure to the largest number of qualified parties, and our unending focus on execution will ensure transactions close timely.
Clients often underestimate the real and potential distractions that a major capital raise or liquidity transaction can cause. We understand these distractions and try to anticipate them while working efficiently towards closing a transaction, which allows our clients to manage their respective businesses and maintain value and deal momentum. We also understand the unique needs and challenges of entrepreneurial led and closely held businesses as well as the personal and professional relationships that can compromise a transaction.
Mergers & Acquisitions
- Full or partial sale of a company
Acquisition of a company
- Merger between companies
- Shareholder or partner buyouts
Capital Formation
- Total refinancing and debt consolidation
- Debt and/or equity raise for acquisitions, new unit development and remodels
- Sale/Leaseback financing management
Workouts/Restructures
- Partnership Dissolution
- Workouts/lender issues
- Turnaround situations
- Bankruptcy
Refranchising
Divestiture of company-owned units
Market and organization planning
Identification and qualification of prospective buyers
Valuation
- Exit strategy planning
- Partner buy/sell agreements
- Dispute resolution
- Estate planning
- General corporate planning
Advisory/Financial Support Services
Lender covenant compliance reporting
P&L optimization
Project analysis and implementation
Financial reporting integration
Process improvement (Lean Six Sigma)