Independence to do the right thing for our client. Expertise and knowledge to act as their agent. Extensive transactional experience to represent their best interest.

Advisory services include strategy, capital formation, financing, mergers and acquisitions, restructuring, recapitalization, and bankruptcy.

Strategic, operational and financial experience to better position or transition your organization.

Develop, negotiate and implement financing solutions totaling over $10B in transaction value.

Significant experience with implementing efficient, flexible financing solutions.

Experience with distressed assets and companies as well as debtor, creditor and financing experience in/out of bankruptcy.

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Approach


We’ve learned through experience that independent thought and critical thinking are paramount. We engage our clients as partners and work together to create value.


Our strategic recommendations are based on corporate finance principles, industry knowledge, and operational expertise. We are authentic and straightforward in achieving our common objective.

Transactions

Strategic advisor to board and senior management of NASDAQ (IIN) company.

Advised debtor in bankruptcy and sale.

Strategic advisor to board and senior management in creation of new public benefit corporation.