“We have the capabilities and experience to deliver the answers you need to move forward.”
Scott C. Upton
Managing Director

Full Service Financial Advisory

Sell Side Financial Advisory

  • Exclusive seller advisory and representation
  • Evaluation of potential or existing unsolicited offer
  • Provide strategic and timely alternatives to an existing offer
  • Opinion of value

Buy Side Advisory Services

  • Buyer advisory and representation
  • Target evaluation
  • Opinion of value

Acquisition Financing

  • Financial advisory services
  • Arrangement
    • Senior debt
    • Subordinated debt
    • Control or non-control equity

Leveraged Buyouts/Management Buyouts

  • Advisory services
  • Design and provide capital structure and alternatives
  • Recapitalizations
  • Opinion of value

Financial Advisory Services

  • Defense advisory services
  • Strategic alternatives evaluation
  • Assistance in corporate restructurings (spin-offs, split-offs, carveouts, etc.)