Independent insight for strategic transactions and financings.

Our professionals have experience closing over 200 M&A and Corporate Finance transactions. We provide advisory services for merger and acquisition transactions, private placements, due diligence, transaction negations and valuation support throughout the complete deal lifecycle.  We specialize in providing pricing analyses and fairness opinions for boards and special committees considering major transactions for their companies. From the initial period of due diligence through the closing of the completed transaction, we support our clients with knowledge, expertise, insight, foresight, and advice through every phase of an engagement.

Our firm provides trusted, defensible valuation, appraisal services, damage analyses, due diligence, and process expertise covering many types of corporate and shareholder disputes.

Our opinions have been presented and accepted across the most rigorous venues, including the Delaware Court of Chancery, Federal District Courts, State Courts, Bankruptcy Courts, and The U.S. Tax Court. We have testified as experts on behalf of both Plaintiffs and Defendants and as independent experts appointed by the Court. Our opinions and testimony is differentiated by our direct experience in all phases of corporate and capital transactions. Our combination of decades of transaction experience, rigorous analytic techniques, and extensive experience as testifying witnesses provides solid support to clients and their counsel. Our reports and testimony in deposition and trial are well-reasoned, clear, and thorough.

Strategic Planning for Management and Shareholders

We have worked with a wide range of companies, including large multinational, mid-sized public companies, private equity backed growth companies, founder owned and managed private companies, high growth early-stage companies, helping them create solutions for their strategic plans and multi-year transformation objectives. Our ability to integrate our knowledge and experience with rapidly changing corporate and shareholder requirements has been critical for clients in many industries. Our practical perspective on value creation and strategic opportunities helps clients evaluate organic and inorganic growth initiatives and position their businesses for long-term value realization.