Services

How can we help you?

Restaurant & Business Hard Hit By CV-19

We are helping owners of businesses hard hit by the pandemic shutdown and continued presence of operating restrictions – including restaurants, coworking enterprises and other single and multi-point businesses.

Private Equity Firm

We partner with PE firms and their portfolio companies throughout the ownership cycle to generate, sustain and maximize value:

  • Acquisition opportunity sourcing
  • Acquisition support
  • Post-close support
  • Exits

Search Funds

We provide value to entrepreneurial operators and advise investors throughout the Search Fund lifecycle:

  • Source and execute acquisitions
  • Operation & Value Creation
  • Exit

Private Companies

We partner with private companies in their most critical transitions:

  • Exits
  • Acquisitions
  • Restructuring
  • Capital structuring
  • Finance & Accounting Optimization

Public Companies

We partner with public companies in carve-outs and accounting restatements:

  • Carve-outs
  • Restatements

Law Firms

We team with law firms operating in the strategic realignment and restructuring spaces:

  • Evaluation of financial/operational issues
  • Preparation of Privileged & Confidential reports
  • Preparation of forward-looking statements
  • Interviews, examinations and review of documents
  • Incorporate legal, financial and operational strategies into a comprehensive tactical plan

Commercial Banks & Lending Institutions

We are recommended by lenders to facilitate communications and to work with their credits to provide analysis, planning and direction:

  • Manage the process and associated “asks” of lender advisors
  • Oversee cash/liquidity management
  • Develop strategic alternatives, financial projections and a tactical plan to maximize enterprise value

Investment Bank

We partner with investment banks in the execution of their sell-side mandates – in particular, mandates with complicated financial situations:

  • Carve-outs
  • Financial restatement
  • Due diligence support

Accounting Firms

We partner with accounting firms on critical matters where their clients need additional help completing an audit and/or when independence rules preclude the accounting firm from supporting:

  • IPOs
  • Carve-outs
  • Restatements
  • Interim management
  • Operational improvement / turn-around
  • Re-financing

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TRUST. PASSION. PURPOSE

Three Qualities We Admire In Our Clients And In Our Own Team Members.