Financial Advisory Services

We offer a range of financial advisory services to our clients to build value during tough times. While operational improvements are needed in turnaround situations, often times the path to restoring value also involves restructuring a company’s balance sheet or increasing operating leverage through mergers or acquisitions. We have the expertise needed to help our clients optimize their capital structure and grow their business organically or through mergers and acquisitions.

Our financial Advisory Services include:

  • Mergers & Acquisitions
  • Financial Restructuring
  • Private Placements

Restoring value through restructuring a balance sheet or increasing operating leverage through mergers or acquisitions

Lender Advisory Services

We work with lenders involved with underperforming assets to maximize recovery. Our approach involves gaining an understanding of a borrower’s business, the capabilities of its management team and the strengths and weaknesses of its products/services offered to provide lenders with a turnaround plan. Once the plan has been developed, we work hand-in-hand with the management  to execute the plan in order to restore value for all stakeholders.

Our Lender Services include:

  • Business Viability Assessments
  • Balance Sheet Restructuring
  • Cash Flow Management
  • Crisis Management
  • Debt Acquisition

We work hand-in-hand with management to execute the plan in order to restore value

Turnaround Advisory Services

We bring significant operating experience to our clients to assist in development and implementation of turnaround plans that build value for all stakeholders. We work hand-in-hand with management teams to assess the situation, develop a turnaround plan and implement the plan to stabilize operations and grow the company. Our Principals have served in executive roles in successful turnarounds in a variety of industries.

Our Turnaround Advisory Services include:

  • Business Viability Assessments
  • Cash Flow Management
  • Turnaround Management

We assess the situation, develop and implement a turnaround plan to stabilize operations and grow the company

Private Equity Management Services

We have a proven track record of success highlighting the capabilities of our professionals in addressing complicated operational and financial issues quickly and effectively. We continue to look for equity and debt investments in under-performing companies we believe have the opportunity to meet our return requirements.

Our private equity management services include:

  • Operational and Financial Due Diligence
  • Turnaround & Restructuring
  • Interim Management
  • Performance Improvement
  • Fund Management
  • Mergers and Acquisitions

We have a proven track record in addressing complicated and difficult operational issues, stabilizing operations and growing companies long term