We work closely with our clients by taking a direct, hands-on approach:
  • Senior-level advice throughout the engagement
  • Focus on identifying and achieving shareholder objectives
  • Collaborative, team effort
  • Relationship-oriented
  • Our four guiding principles – performance, confidentiality, integrity and client trust
We customize each engagement to the specific circumstances of our clients:
  • Identification and refinement of stakeholder objectives
  • Identification and evaluation of current capital market alternatives
  • Recommendation and implementation of a plan that merges stakeholder objectives with capital market alternatives


We collaborate with our clients:
  • Assessing available capital market alternatives
  • Identifying the potential transaction and execution strategies
  • Selecting the strategy that best achieves shareholder and company objectives

Sales, Mergers, Acquisitions, and Structuring Joint Ventures

  • Sell-side and Buy-side Transactions
  • Management and Leveraged Buy-outs
  • Strategic Affiliations, Joint Ventures
  • Divestitures, Stock Redemptions

Private Capital Placements and Structuring, with Institutional, Private Equity, and Strategic Investors

  • Senior and Subordinated Debt, Preferred and Common Equity
  • Corporate Growth, Acquisitions
  • Buy-outs, Recapitalizations, Shareholder Liquidity

Financial Restructuring

  • Balance Sheet Recapitalizations
  • Corporate Debt Workouts
  • Sale of Underperforming Assets and Divisions
  • Working Capital Improvement Plans
  • Cash Flow Forecasting


We bring an experienced team to provide full service business consulting to our clients:
  • Business succession/exit planning, including assessment of strategic alternatives for shareholder planning purposes
  • Corporate finance advisory, business and strategic planning, financial analysis and forecasting
  • General business consulting, including the development of profit improvement plans, liquidity management, return on invested capital analysis for business segments/divisions and development of long term management incentive plans
  • Turnaround and underperforming company advisory
  • Situation assessment, alternatives assessment, execution
  • Pre-bankruptcy, out of court
  • Profit improvement plans
  • Corporate valuations
  • Board membership and advisory