Mergers and Acquisitions Advisory
  • Companies looking to acquire, divest, majority, minority or entire stakes in target companies
  • Meticulous process design and project management from preparation to closing, including coordination and management of lawyers, accountants, consultants, buyers, sellers, regulators, media and other third parties
  • Rigorous management of due diligence process
  • Detailed valuation analyses, incorporating transaction-specific intricacies
  • Prepare marketing materials and guide management throughout the marketing process
  • Design and lead negotiation process, strategy and tactics
  • Analyze and create legal and financial transaction structures
  • Manage and coordinate optimal financing structure for the particular transaction
IPOs, Financing, Capital Raising & Capital Structure Advisory
  • Assist companies in the early stage preparation for a future potential IPO
  • Assist companies in the early stage preparation for equity and public offerings
  • Assist companies in the early stage preparation for fund raising, equity/debt, or public/private capital
  • Comprehensive capital structure analysis and optimization recommendation
  • Project management, including coordination and management of lawyers, accountants, regulatory entities, media and other third parties
  • Assist management in the creation of a dynamic financial model covering historical and forecast income, cash flow, and balance sheets to be used as a basis for discussions with banks and other third party capital providers
  • Prepare and position the investment story and formulate and execute the marketing plan for the targeted capital raising plan
  • Access to a wide network of investors regionally and globally
  • Negotiate offering terms based on independent capital markets and investor analyses
Restructuring Advisory
  • Coordinate the overall restructuring process and negotiate the terms of relevant advisors (such as legal, accounting and tax)
  • Oversight of detailed preparation process
  • Coordinate the preparation of corporate business plan and financial model
  • Analyze alternative capital structures and debt capacity scenarios
  • Draft the strategy and tactics plan under alternative scenarios
  • Prepare the marketing and due diligence materials, as required by bank lenders
  • Negotiate and communicate through numerous rounds with lenders and investors
  • Prepare our clients for the overall process through detailed scripts and rehearsals
Corporate Finance Advisory and Valuation Analysis
  • General corporate finance advisory services across various products and industries
  • Extensive valuation work and analysis for regional companies, including:
  • Discounted Cash Flows
  • Publicly traded comparable companies analysis
  • Precedent transactions analysis
  • Return analysis