Refinancing existing debt

Structuring financing of acquisitions and growth strategies

Lender negotiations

Recapitalizations and capital raising

Distressed M&A and special situations

Creditor representation

Succession planning

Handing over the company within or outside the family

Valuations

Strategic positioning

Corporate governance and family code

International and domestic execution of sell-side mandates

Design, initiation, and execution of international and domestic acquisition opportunities

Advisory on mergers and joint ventures

Equity advisory: investor positioning, new issue advisory including IPOs and capital raising

Debt advisory: financial structuring, credit advisory, acquisition/leveraged finance and capital raising

Analysis of a private equity client’s current and optimal future investor base

Review investors’ attributes, allocations, and dynamics

Identify, recommend, and approach investors

Marketing plans, due diligence, and investor process

Strategic financial advisory

Valuations and fairness opinions

Employee stock options plans

Regulatory advisory