Financial Advisory

Our financial advisory services (“FAS”) group provides companies with expert consulting services, delivered by senior executives. The group is comprised of C-level operators and financial engineers with capabilities across corporate turnarounds, restructurings, operational reengineering, valuations, due diligence and specialty M&A, among other disciplines. The FAS group serves both private and public companies, PE sponsors, management teams and commercial lenders by delivering immediate leadership and financial & operational acumen.

Corporate Restructuring

Our team helps guide middle market companies through complex, distressed situations. We have the know-how and discipline to step-in, quickly assess the situation and implement effective plans to address the strategic, operational and financial needs of companies in decline. Our specialized expertise has been proven to deliver immediate and quantifiable results in difficult situations to help companies preserve value and return to sustained growth.

Specialty Situations
  • Turnaround Management
  • Crisis Management
  • Reorganizations & Bankruptcy
  • Chief Restructuring Officer
  • Debtor & Creditor Advisor Services
  • Section 363 sales
Performance Improvement

Business owners often experience challenges well before crisis occurs and seek the expertise of our FAS group to help improve operating and financial performance. The team provides an experienced, third-party business assessment, identifying opportunities to improve operational efficiencies and enhance gross margins and operating profit. These capabilities are utilized by business owners and PE groups seeking to optimize performance ahead of a future transaction.

Types of Engagements
  • Business Performance Improvement
  • Interim Management
  • Project Management
  • Accounting & Audit Support
  • Public Company Readiness
  • Public-to-Private Planning
Dispute Resolution

Companies often require an objective, independent assessment of value. Our FAS group helps owners, boards, special committees and investors fulfill their fiduciary responsibilities by providing a comprehensive analysis and unbiased opinion regarding the financial implications of pending transactions. Our team has been involved in some of the most complex situations and rendered opinions on virtually every type of change-of-control transaction.

Types of Engagements
  • Liquidating Trust Administration
  • Fraud Examinations
  • Solvency Opinions
  • Valuation Opinions
  • Litigation Support
  • Expert Testimony
Transaction Support

Beyond the scope of our M&A and capital formation teams, the FAS group provides specialized advisory services to support virtually any aspect of a transaction. Their deliverables contain analyses and recommendations not typically found in traditional approaches to due diligence, field examinations and quality of earnings reports. They provide focused insights to help optimize decision making and identify & resolve key areas of risk exposure.

Types of Engagements:
  • Sell-side Readiness
  • Financial Due Diligence
  • Operational Due Diligence
  • Quality of Earnings Review
  • Integration Consulting
  • Distressed & Specialty M&A