Advisory Solutions

Divestitures, including: full sale, joint ventures, corporate orphans, complex carve-outs, among other situations
Acquisitions. Including programmatic and proprietary acquisition efforts.
Capital raising (equity and debt)
Transaction and diligence support

Post-merger integration work: 100-day plan; operational, financial, admin, and cultural integration initiatives
Potential synergies studies
Market intelligence and competitive assessments, including identification of adjacencies
Confidential pre-qualification process to gauge market’s appetite to transact with clients
Comprehensive list of acquisition targets, as well as buyers
Enterprise level strategy work (definition of goals, KPIs, SWOT, etc…)

In-house corporate development services. Proactively and professionally collaborating with executive leadership to drive and meet client’s strategic goals
CFO services (strategic financial planning, financial reporting, performance metrics definition, etc…)
Interim CEO/COO during transitional periods to ensure stability (restructuring, sales, bankruptcy, succession planning)
CRO and RevOps services (go to market strategy definition, strategy development)

Mergers & Acquisitions.