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Our Approach

We guide clients through the transaction process from start to finish.

Analysis and Structuring

 

  • We listen to the objectives of shareholders and members of management teams.

 

  • We analyze company data and conduct feasibility assessments.

 

  • We structure transactions based on legal, tax and financial implications, and feedback from our clients.

 

  • We create detailed financial models highlighting performance under various operating scenarios.

Transaction Financing

  • ​We synthesize data regarding our clients' companies, their operations, business models, and financial performance in Information Memoranda.

 

  • We market the businesses, solicit term sheets, and assist our clients in selecting senior and subordinated lenders.

 

  • We assist lenders in understanding the various aspects of a transaction and its effect on the company's financials.

Transaction Implementation

  • We interview potential transaction parties on the companies' behalf to help our clients select qualified transaction professionals.

 

  • We negotiate transaction and financing terms and review all legal documents.

 

  • We lead transactions to a successful close.

Post-Transaction Services

  • We educate management teams and employees in on-site presentations and workshops.

 

  • We support our clients post-implementation and provide ongoing consulting services to management, shareholders, and employees.

 

  • We design tailored solutions as the companies progress through their life cycles.

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