Transaction Advisory

Our team assists clients in developing and implementing acquisition strategies by sourcing acquisition targets, contacting opportunities and negotiating financing.

When our clients need capital for shareholder liquidity or for the growth of their business, our team has the capability of accessing a variety of capital markets including the institutional debt market, the private equity market, the international strategic market as well as the private family office market through our network of Family Capital Partners. We ascertain the objectives of the family and the management, perform due diligence on the business, develop a marketing strategy for the raising of capital and assist in sourcing and negotiating financing.

In some cases, our clients also enlisted our help in implementing strategic partnerships for their operating business. Our network of domestic and international contacts, including our large presence in the advisory community, allows us to identify strategic partners and negotiate long-term partnerships for our single family office clients and their operating business.