We provide high-quality financial and strategic advice to help our clients address their most important strategic and organizational issues
For the last 20 years our partners have specialized in providing practical, unbiased advice and analysis to asset and wealth managers around the world. We have extensive experience guiding clients through sell-side and buy-side processes, divestitures, recapitalizations, management-led buyouts and other transformational transactions.
From initial planning and preparation through to final documentation, we work collaboratively with our clients every step of the way to help them achieve exceptional results.
Many of our clients are not yet in a position to transact, but are wrestling with some of the same questions that arise in M&A situations: What is my business worth? What types of buyers or investors may have an interest in my firm, and what are the pros and cons of each? How should we finance the repurchase of equity held by a retiring founder? What should I be doing today to prepare for a sale down the road? How and when should I develop a succession plan? How should I think about equity incentives for my team?
These are just a few of the many questions we help clients address through highly customized strategic advisory engagements.
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