INVESTMENT BANKING SERVICES

MERGERS & ACQUISITIONS

  • Sell Side Advisory
  • Buy Side Mandates and Advisory
  • Recaps and Refinancings
  • Spin-offs and Bolt-ons

DEBT & EQUITY FINANCING

  • Equity & Debt Fundraising
  • Senior, Mezzanine, and Specialty Facilities
  • Acquisition Financing
  • Convertible Notes and Structured Equity

VALUATION

  • Independent Valuations for LPs / Investors
  • Equity Waterfalls and Incentive Structures
  • Quality of Earnings / Financial Statement Examination
  • Industry and Transactional Comps

ADVISORY & DILIGENCE SERVICES

INTERIM CFO

  • Pre-transaction Deal Preparation & Strategy
  • Post-closing Transition / Integration
  • Finance, Accounting, and Reporting
  • Custom KPI, FP&A, and Metrics

STRATEGIC INITIATIVES

  • Forecasting, Planning, and Budgeting
  • Detailed Operating Models and P&Ls
  • Unit Economics and 4-Wall Analysis
  • Budget vs Actual Comparisons

COMPLEX MODELING

  • Covenant & Debt Servicing Analysis
  • Cohort Analyis and Customer LTV
  • Earnouts, Dilutions and Conversions
  • Sensitivity Analysis