
Where We Help
Taking Chips Off the Table
Selling the company
Buying out partners
Leveraging assets/value
We Need Fuel to Grow
Raising capital
Acquisitions/Roll-ups
New divisions/ventures
We’re Against The Wall
Urgent liquidity needs
Strategic pivots
Debt due or in default
Tools

M&A
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Strategic and financial buyers
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Unconventional buyers such as family offices and SPACs
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Targeted and broad processes
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JV's, mergers of equals, spin-offs, and other creative options

Equity & Debt Financing
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Equity, Debt & Hybrid Structures
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Bridge Financing Where Needed
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Commercial Financing
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A Network that Includes a Broad Universe of Investors:
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Alternative Funds​
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Family Offices
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Private Equity
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Banks
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Strategics (usual & unusual)​
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Refinancing & Recapitalization
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Refinancing debt that is maturing, in default or otherwise unsuitable in a given capital structure
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Conversion of debt to equity
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Rationalization of multiple equity classes
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Simplification of the capital structure

Creditor/Shareholder Negotiation
Advising on and facilitating negotiations among shareholders, creditors, and the company

Strategic Initiatives
Our strategic advisory team regularly helps plan and execute key commercial initiatives, including the launch of new divisions or business lines, JV's, patent or trademark licenses, and joint marketing agreements, among others

Direct Investment
For select opportunities, our affiliates or partners may invest directly. We identify these situation clearly in advance to protect against conflicts of interest. We also may take a portion of our fees in the form of equity.
Industries

Technology
Engineered Products
Industrial Tech
FinTech
Cleantech
Medical Device/Equipment

Business Services
Tech-enabled Services
Marketing Services
SaaS
HR-Related
Government Contracting

Consumer
Ecommerce
CPG
Food & Beverage
Experiential

Other
Internet & Digital Media
Telecom
Data Centers
Specialty Finance
Examples of Our Work


Sale to Strategic Buyer

Advisor to Seller

Sale to Sponsor-Backed Strategic Buyer


Advisor to Seller


Equity & Earnout Buyout

Advisor to Thinkwell

Credit Refinancing

Advisor to Borrower


Sale to Sponsor-Backed Strategic Buyer


Advisor to Seller
Confidential Borrower
Acquisition Credit Financing & Carve-Out Advisory

Advisor to Buyer / Borrower

Senior Unsecured Notes Debt with Warrants
El Faro Partners
Advisor to Borrower

Equity Financing

Advisor to Seller


Acquisition of Sponsor-Backed Strategic Seller

Advisor to Buyer

Sale to Strategic Buyer

Advisor to Seller

Senior Secured Credit Facility

Advisor to Borrower

Demand Term Credit Facility

Advisor to Borrower
Certain transactions may have been completed by the firm’s professionals at prior firms.