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our advisory business gives us a competitive advantage in serving a distinct need in the market today. Furthermore, we believe our advisory business is differentiated
from that of our competitors in the following respects: Our corporate advisory business
provides confidential, strategic and tactical advice to both public and private
companies, with a particular focus on mid-size corporations. By virtue of their
prominence, size and sophistication, many of our clients are more likely to require
expertise relating to larger and more complex situations.
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 Our Strengths |
Objective Advice with a Long-Term Perspective.
We seek to recommend shareholder value enhancement strategies or other financial
strategies that we would pursue ourselves were we acting in management’s capacity.
This approach often includes advising our clients against pursuing transactions
that we believe do not meet that standard.
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Senior Level Attention and Experience. Our
Team of advisory business constituting professionals from various disciplines and
supported by External consultants participate in all facets of client interaction,
from the initial evaluation phase to the final stage of executing our recommendations.
Unlike many larger financial institutions, our senior professionals are directly
involved from the beginning to the end of every transaction.
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Independence and Confidentiality. We do not
underwrite securities, or act as a lender. This enables us to avoid the potential
conflicts that may arise from these activities at larger, more diversified competitors.
In addition, our commitment to discretion and the smaller size of our firm enable
us to provide our clients with strict confidentiality. Our independence as an investment
banking boutique enables the firm to deliver the best financial advice and sources
of financings for clients without internal or external conflicts.
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Services
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We advise clients in a number of different situations across many industries and
geographies, each of which requires a custom-crafted package of services: |
Raising Debt or Equity Financing. We have
extensive relationships with the bank lender, LBO, Domestic & Foreign Financial
Institutions, Private Equity Firms and distressed investment communities to raise
new equity, mezzanine or debt financing.
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Mergers and Acquisitions. When we advise
companies about the 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 and rendering,
if appropriate, fairness opinions. We also may advise as to the timing, structure,
financing and pricing of a proposed acquisition and assist in negotiating and closing
the acquisition.
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Sale Transactions.When we advise clients
that are contemplating the sale of certain businesses, assets or their entire company,
our services include evaluating and recommending financial and strategic alternatives
with respect to a sale, advising on the appropriate sales process for the situation
and valuation issues, assisting in preparing an offering memorandum or other appropriate
sales materials and rendering, if appropriate, fairness opinions. We also identify
and contact selected qualified acquirers and assist in negotiating and closing the
sale.
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Corporate Finance Advisory. We often serve
as an independent and objective advisor in financing situations. We have developed
an expertise in assisting clients with respect to the entire spectrum of capital
structure decisions, from underwriter selection and management to negotiation of
financing terms and transaction execution.
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Restructuring of Existing Debt, Equity and Other Obligations. We play an active role in negotiations with equity holders and
debt holders to restructure existing debt and equity obligations, as well as other
corporate liabilities.
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Financial Analysis. We conduct detailed business
due diligence in connection with restructurings (e.g., evaluate business plans,
liquidity needs and debt capacity, and develop long-term financial projections).
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