Our Advisory Expertise

Financial & Corporate Advisory

  • Financial & Corporate Advisory

    Our services are tailored for growth companies navigating the complexities of capital management, financial structuring, and transformational transactions. We provide expert guidance to help you achieve your most ambitious financial and strategic goals.

    Financing Criteria

    Debt and Equity Growth Capital: 

    Typically arranging financings in the $10MM-$1bn range. 

    Typically companies with $10MM-$500MM of revenue and $2MM-50MM of EBITDA.

  • Access Capital (Equity & Debt)

    We specialize in helping companies secure the right capital to fuel their growth without excessive dilution. Our expertise spans both equity and debt markets.

    Growth Equity

    Facilitating non-control and control investments from a network of institutional investors and High-Net-Worth (HNW) family offices.

    Debt Advisory

    Securing growth-oriented credit facilities, term loans, or venture debt tailored to fund expansion and strategic initiatives.

    Financing Criteria

    • Typically arranging financings in the $10MM-$1bn range.

    • Typically companies with $10MM-$500MM of revenue and $2MM-50MM of EBITDA.

  • Mergers & Acquisitions (M&A) Advisory

    We provide comprehensive advisory for clients executing transformational M&A transactions, ensuring value maximization at every stage.

    Sell-Side Representation

    Advising business owners through the entire process of selling their company.

    Preparation → Buyer Identification → Negotiation → Due Diligence

    Buy-Side Representation

    Assisting companies in executing their growth-via-acquisition strategies by identifying targets, structuring deals, performing valuations, and negotiating purchase agreements.

    M&A Advisory Criteria

    • Typically companies with enterprise values in the $25MM-$500MM range.

  • Preparation for a Capital or Transformational Event

    We ensure your company is positioned to maximize valuation and execute a smooth transaction by establishing institutional-grade financial discipline and strategic positioning.

    Financial Planning & Analysis (FP&A) Support

    Including building advanced three-statement financial models, developing key performance indicator (KPI) dashboards, and establishing institutional-grade reporting.

    Strategic Positioning

    Crafting the investment narrative, identifying competitive advantages, and developing investor presentations to maximize valuation.

  • Valuation & Fairness Opinions

    Providing independent and defensible assessments of value for strategic planning, compliance, and transaction execution.

    Valuation Analysis

    Providing formal and informal valuation assessments for strategic planning, litigation support, tax purposes, or pre-transaction internal review.

    Fairness Opinions

    Providing an independent assessment of the financial fairness of a transaction from a financial point of view for a board of directors or special committee.

  • Strategic Advice on Growth

    We serve as a long-term strategic partner, providing objective advice to help leadership teams evaluate and pursue growth opportunities.

    Our advisory covers the full spectrum of growth strategies, whether through organic expansion and market penetration or through strategic acquisitions to gain market share, technology, or talent.

Government Contract Advisory

  • Strategic Advisory for Government Contracts

    Relationships and strategic insight are critical for success in the government sector. We provide specialized advisory to help companies enter, expand, and thrive in this complex market.

  • Go-to-Market Strategy for Government Clients

    We develop a tailored plan to effectively penetrate the government market.

    This involves identifying target agencies, understanding complex procurement cycles, and positioning your company's offerings to meet specific, and often mission-critical, government needs.

  • To win larger, more complex government contracts, strategic partnerships are essential. We advise on forming effective teams to enhance your competitive positioning.

    • Strategic Alliances

    • Joint Ventures

    • Prime / Subcontractor Teams

  • Regulatory Compliance and Bid Preparation Support

    We provide critical support to help you navigate the highly regulated and detailed government bidding process.

    Regulatory Navigation

    Assisting with navigating complex government regulations such as FAR (Federal Acquisition Regulation) and DFARS.

    Proposal and Bid Support

    Providing hands-on support during the highly detailed and technical proposal and bid submission process.

  • Contract Portfolio Management

    We provide strategic advice on managing your existing portfolio of government contracts to maximize value and uncover new revenue streams.

    This includes optimizing contract renewals and systematically identifying follow-on opportunities within target agencies.

  • Due Diligence for Public Sector M&A

    When acquiring a company that primarily services the government, specialized due diligence is paramount. We focus on the unique risk factors inherent in this sector.

    • Contract Quality: Assessing the value, terms, and stability of existing contracts.

    • Security Clearances: Verifying the status and transferability of facility and personnel clearances.

    • Past Performance History: Evaluating the target's reputation and performance record with government agencies.