Work Products Include:

  • Financial or Company Profiles
  • Historical Financial Summaries
  • Market Research Reports
  • Budgets, Financial Forcasting and Modeling
  • Key Business and Financial Trends
  • Cash Flow Analysis and Management Tools
  • Other Specialty Finance Reports

Services

  • New Financing and Refinancing:
  •           Senior Debt

              Junior Debt

              Bridge Financing

              Mezzanine

              Equity

  • Resolving Lender Fatigue
  • Private Placements
  • Market Research
  • Consolidation
  • Acquisitions
  • Mergers
  • Divestitures
  • Shareholder Exit Plans
  • Equity Valuations
  • Success Plans
  • Turnarounds
  • Informal Arrangements
  • Controlled Liquidations
  • Chapter 11 - Reorganizations
  • Buyer's Side Advisory Service
  • Seller's Side Advisory Service
  • Background and Financial Due Diligence
  • Strategic Planning
  • Financial Analysis
  • Negotiations
  • Forecasting Three to Five Years
  • Detailed Monthly Budgeting
  • Direct Contact and negotiations with Lenders, Investors & Creditors
  • Hands-on Daily Management
  • Valuations - Clients
  • Valuations - Acquisitions
  • Valuations - Divestitures
  • Expert Witness Testimony