Actionable Ideas
and Deal Execution

We believe that the key to value creation is developing innovative, actionable ideas, often working with industry leaders to uncover hidden pockets of value. Our high-quality idea generation effort operates at the intersection of business/financial expertise, industry knowledge, and senior attention, all focused on maximizing value. We also provide high-quality deal execution services led by senior bankers.

Buy & Sell-Side Advisory and
Deal Execution

We generate attractive, actionable ideas and advise on transaction execution. Our team provide strong capabilities based on our industry knowledge, executive network, and senior attention.

Strategic Reviews and
Capital Sourcing

We help challenge capital allocation budgets, strategic plans, exits and other important issues. Our insights and execution on capital markets issues contribute to creating value-added growth for our clients.


Restructuring Advisory

We provide an experienced Restructuring Advisory team, with senior leadership and a commitment to thoughtfulness with urgency. We have advised and been on the boards of distressed companies (both public and private) and worked extensively with creditors in restructurings ranging from large, complex situations such as Toys “R” Us and Bed Bath & Beyond, to smaller, in-court and out-of-court restructurings.

Liability and Liquidity Management Advice

We provide comprehensive restructuring efforts for debtors with lenders and other constituencies; generate attractive, actionable alternatives; and participate in all aspects of transaction execution.

Assist with Debtor – Creditor Negotiations

This assistance includes consents, forbearances and in- and out-of-court restructurings. We can provide thoughtful advice and be effective at bringing a diverse group of lenders together.


The Clients
We Serve

Investment firms and a wide range of companies turn to our mergers and acquisitions advisory services to address a variety of important situations:


Private Equity and Other Investment Firms That Want:

  • An edge in acquiring assets in today’s highly competitive market
  • An industry expert at their side 
  • To understand potential exit options before closing a transaction
  • A targeted sale process to avoid distracting management


Private and Public Companies, Family-owned Businesses and Corporate Executives Looking for:

  • Advice on accelerating growth
  • Acquisition/growth capital
  • Senior-level input on acquisitions, corporate divestitures, sales of companies and recapitalizations
  • Guidance on succession plans and next-generation family business issues

Selected Client Accomplishments