Demonstrated Financial and Strategic Advisory Expertise
Our team has completed over 800 M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion. Based on our broad experience in executing all types of transactions, our independent advice is focused on identifying and executing the best solutions to accomplish our clients’ goals.

Mergers and Acquisitions
Thoughtful advice and guidance in designing and executing sell-side M&A processes that create maximum negotiating leverage and produce optimal results for privately held companies.
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Employee Stock Ownership Plans
Extensive experience in advising companies, trustees, and selling shareholders on evaluating, structuring, and executing ESOP transactions. We have a deep understanding of the regulatory, tax, and financing complexities and opportunities that ESOP transactions present.
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Special Situations M&A
We partner with bankruptcy attorneys, restructuring officers, creditors, and business owners facing challenging situations to provide indispensable insights, a proven process, and the right distressed M&A approach that quickly produces a path forward—oftentimes in as little as 60 days.
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Business Valuation
Valuations for ESOP administration, financial reporting, estate and gift tax compliance, 409A compliance, fairness opinions, and in connection with shareholder disputes and/or other litigation matters.
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Large Firm Execution
Our engagements are more than just transactional. We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to assure the best advice and counsel. For our clients, this means a tailored transaction that strategically aligns with their objectives; for referral sources, this means peace of mind that your clients, borrowers, and/or shareholders are receiving the most informed and resolute guidance.
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