Demonstrated Financial
and 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. Our broad experience executing a variety of transactions paired with our independent advice positions us to deliver the best solutions to accomplish our clients’ goals.
Mergers and Acquisitions
Advise and guide the design and execution of sell-side M&A processes that create maximum negotiating leverage and produce optimal results for privately held companies in D.C. and Virginia.
Learn MoreEmployee Stock Ownership Plans (ESOP)
Evaluate, structure, and execute ESOP transactions for D.C. and Virginia-based companies, trustees, and selling shareholders based on an in-depth understanding of the regulatory, tax, and financing complexities and opportunities that often present.
Learn MoreSpecial Situations M&A
Partner with bankruptcy attorneys, chief restructuring officers, creditors, and business owners to provide an insightful, proven process and the right distressed M&A approach to quickly address complex situations in as little as 60 days.
Learn MoreBusiness 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 for D.C. and Virginia-based companies.
Learn MoreBoutique Firm Attention,
Large Firm Execution
We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to provide dependable 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 informed and resolute guidance.