Mergers & Acquisitions

Corporations, management buyout groups, and private equity groups retain us to advise on financial or strategic mergers and acquisitions. Our rigorous analysis tests the rationale of prospective deals and leads to better decisions by our clients.

  • Develop acquisition strategy and criteria
  • Define and identify the ideal target company
  • Prepare valuation models and pro forma financials
  • Negotiate and structure the terms and conditions of a transaction
  • Raise capital
  • Perform financial and operational due diligence

Divestures/Sales

Whether you’re looking to divest of a business unit to focus on your core competencies or sell to achieve diversification, liquidity or some other estate or succession-planning objective, we’re ready to help.

Capital Sourcing

Our knowledge of commercial lending and the private capital markets benefits clients throughout the capital sourcing process, from determining the optimal capital structure to preparing a request for funding.

Investment Banking Experience