We offer consulting services to help financial businesses create and execute a business plan. If you are a large alternative asset manager or an up and coming Registered Investment Advisor (RIA), we are happy to meet with you and explore how we can help you scale your business.

When we consult companies about a potential acquisition of another company or certain assets, our services include evaluating potential acquisition targets, providing valuation analyses, evaluating and proposing financial and strategic alternatives, pro forma financial models. We also advise as to the timing, structure, financing and pricing of a proposed acquisition and assist in securing, negotiating and closing the acquisition.

We are happy to evaluate your capital structure and opine on its efficiency. We are also able to make introductions to capital providers across the capital structure to meet your capital needs if an adjustment is optimal for your business.

We serve as an independent and objective consultant to companies in financing situations. We can assist clients with respect to the entire spectrum of capital structure decisions, from underwriter selection and management to negotiation of both equity and debt financing terms and transaction execution.

We can work with clients to prepare for a business valuation for a sale or fairness opinion for M&A. We use our domain expertise and numerous valuation methodologies to provide business valuations. We also partner with the right domain expert for your business to ensure the best result.