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Other Services:

Advisory services and partnering with Family Offices for
advice in their private equity, hedge fund and other alternative asset investments. Many high net worth families are choosing to be more pro-active in their alternative investments and require a partner with expertise to source, structure, analyze, and manage these alternative investments. 

Support for litigation as an expert witness in the financial
service industry related to valuation and investment banking activities. Experience has included being an expert witness in litigation for a global international bank regarding a major acquisition.

Mergers and Acquisitions  Advisory Services

​Sell-side services to maximize shareholder value, corporate divestitures, arranging joint ventures or other partnerships, targeted buy-side advisory services for acquisitions with strategic or private equity partners for both private and public transactions.  Building businesses and long term value through strategic transactions and relationships is a key expertise. 


Capital Advisory 

Determining the best capital structure for the company and the appropriate use of various types of capital. Accessing equity, debt and hybrid capital in the institutional markets is critical to pursue growth opportunities or in a restructuring transaction.

IPO Advisory​

Evaluating whether the public markets are an opportunity for your company and preparing for this major event.  It is critical to determine the appropriate underwriters, market makers, and other partners for the longer term success of your stock.  Acting as independent consultant for the many complexities of the public markets and always with the company’s long term interest in mind. 


Valuations and Opinions

Provide independent advice to boards, investors or special committees about the fairness of proposed transactions.  Valuations for private company stock, ESOPs, minority shareholders and financial partners.

​​Strategic Consulting 

Given the substantial change the financial services industry
has experienced, many companies are re-evaluating their business models and need assistance in longer term positioning of the company and determining which are the best opportunities to pursue. Consulting
services include competitive analysis, evaluating new products and market opportunities, regulatory obstacles, and technology challenges. The firm is interested in developing long term relationships by assisting in developing viable growth plans.