Contact Us

    Serving Your Business
    at Every Stage

    From planning for the future and negotiating the sale of your business to guiding key financial decision making, we provide personalized strategic support built with our insight and your vision.

    M&A Advisory

    • Mergers
    • Acquisitions
    • Restructurings
    • Strategic sale / divestitures
    • Go-private transactions
    • Private equity partners selection
    • Due diligence support
    • Contract negotiations
    • Fairness opinions

    Corporate Strategy

    • Industry dynamics and trends
    • Review of strategic options
    • Strategic positioning
    • Competitive benchmarking
    • Acquisitions target scouting
    • New business development
    • Executive team and board building


    • Outsourced financial planning and analysis / chief financial officer support
    • Long-range financial planning
    • Development and analysis of key performance indicators
    • Management incentive plans
    • Banking facilities
    • Shareholder relations and governance
    • Tax reporting valuations (409A, estate planning, etc.)
    • Financial valuations (ASC 350 / 718 / 805, unique securities)
    • Expert analysis / testimony

    Transaction Readiness

    • Comprehensive strategic and business review
    • Qualitative and quantitative performance assessment
    • Insights on optimal transaction timing
    • Preparation to go to market
    • Guidance on alternatives
    • Advice on best approach to maximize desired outcome