CORPORATE FINANCE

We work extensively with each of our client issuers to fully understand and analyze their specific situation in order to develop custom solutions. Our team works to evaluate prospective offerings and provide advice regarding the structure, terms, timing, and distribution channels for successful placement. Prior to accepting the placement, we conduct due diligence on each offering, including checks on key personnel and an operational review of the business. While we cannot guarantee the success of every placement, we help our client issuers tailor their offering to different audiences and markets, tenaciously seeking new sources of capital.

MERGERS & ACQUISITIONS

Our team has a proven track record of successfully completing transactions, often by identifying non-traditional buyers or capital sources as well as through deep relationships with institutional private equity, subordinated debt funds, and other traditional lenders/investors. On the Sell-Side, we are retained to manage the complex M&A process to maximize value and terms, and to meet other shareholder objectives. On a select basis, our team advises clients on the Buy-Side who have identified particular acquisition targets and we assist in the negotiation, structuring, due diligence, financing, and documentation of the transaction.