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 advice is focused on identifying and executing the best possible solutions to accomplish our clients’ goals.
Mergers and Acquisitions
Experienced advice and guidance in designing and executing sell-side M&A processes that produce maximum negotiating leverage and optimal results for privately held companies in Maryland.Learn More
Employee Stock Ownership Plans
With a deep understanding of the regulatory, tax, and financing complexities and opportunities that ESOP transactions present, our team has extensive experience structuring and executing ESOP transactions for Maryland-based companies, trustees, and selling shareholders.Learn More
Special Situations M&A
We partner with Maryland bankruptcy attorneys, chief restructuring officers, creditors, and business owners to quickly provide indispensable insights, a proven process, and the right distressed M&A approach to address challenging situations—oftentimes in as little as 60 days.Learn More
We provide informed valuations for ESOP administration, financial reporting, estate, and gift tax compliance, 409A compliance, fairness opinions, shareholder disputes and/or other litigation matters backed by broad industry experience.Learn More
Boutique Firm Attention,
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.