STRATEGIC FINANCIAL ADVISORY SERVICES

We typically analyze and evaluate a variety of strategic options as part of our commitment to developing an unbiased view of the optimal course of action. Typical assignments can involve a range of financial and strategic analyses that we conduct to understand clients’:

Corporate Strategic Goals and Objectives
We work closely with owners and management to develop a comprehensive understanding of the company strategy, business model and growth objectives. We provide an objective assessment as to whether such objectives can be achieved in light of existing capital or liquidity constraints. 

Shareholders’ Liquidity Goals and Objectives
Our practice of taking the time to fully understand shareholders’ and managements’ liquidity goals and objectives represents a critical component in arriving at an optimal course of action. In several instances, we have been asked to interview principal shareholders and key members of management to identify stakeholders’ views on risk tolerance, target liquidity thresholds and timetables for achieving liquidity goals.

Business Value
As a core component of any strategic advisory assignment, we work closely with our clients to develop a market assessment of the value of their business that takes into consideration both traditional quantitative valuation analyses and other qualitative factors that may affect overall valuation.   

Industry/Market Dynamics
If appropriate, we also undertake a detailed review of our clients’ industry and addressable markets to identify key trends and forces at work within existing or new target markets. Our experience in working with clients across a broad range of industries enables us to rapidly identify market opportunities and challenges that may affect a company’s growth prospects.

Competitive Landscape
As part of our advisory assignments, we often complete a detailed review of the competitive landscape to fully understand the relative strengths and weaknesses of our client’s market position. These analyses often take the form of detailed market maps and competitive profiles that can be used to understand the universe of potential acquirers for a company should a strategic sale option represent a possible course of action. 

Strategic Options
We present an unbiased view on the relative benefits or disadvantages of a range of strategic options that may include:

• Leveraged recapitalization;
• Growth capital investment;
• Leveraged buyout;
• Sale of minority interest to strategic or institutional investors;
• Joint venture arrangement;
• Sale of a controlling interest to strategic or institutional investors;
• Corporate reorganization
• Initial public offering; or
• Maintaining the status quo