Demonstrated Financial
and Advisory Expertise
Our team has completed over 800 diverse M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion. We deliver tailored solutions aligned with our clients’ unique objectives and offer trusted advice and counsel every step of the way.
Mergers and Acquisitions
Design and execute sell-side M&A processes for privately held companies in Delaware that maximize negotiating leverage and produce optimal results.
Learn MoreEmployee Stock Ownership Plans (ESOP)
Evaluate, structure, and execute ESOP transactions for Delaware-based companies, trustees, and selling shareholders, with a deep understanding of the regulatory, tax, and financing nuances that are often present.
Learn MoreSpecial Situations M&A
Partner with bankruptcy attorneys, business owners, chief restructuring officers, and creditors in Delaware to design and execute the right distressed M&A approach to quickly address challenging situations.
Learn MoreBusiness Valuation
Valuations for 409A compliance, ESOP administration, estate and gift tax compliance, fairness opinions, financial reporting, and in connection with shareholder disputes and/or other litigation matters.
Learn MoreBoutique Firm Attention,
Large Firm Execution
We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to ensure the best advice and counsel to drive favorable outcomes. Our team is dedicated to establishing and fostering trusted, long-term relationships with attorneys, wealth managers, accountants, and bankers in Delaware. 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 informed and resolute guidance.