Work Products Include:

  • Financial or Company Profiles
  • Historical Financial Summaries
  • Market Research Reports
  • Budgets
  • Key Trends Summaries
  • Cash Flow Analysis
  • Other Specialty Finance Reports

Include:

  • New Financing and Refinancing :
    Debt, Mezzanine, Equity
  • Private Placements
  • Market Research
  • Consolidation
  • Acquisitions
  • Divestitures
  • Shareholder Exit Plans
  • Equity Evaluations
  • Success Plans
  • Turnarounds
  • Informal Arrangements
  • Controlled Liquidations
  • Chapter 11-Reorganizations

Engagements Often Include:

  • Background and Financial Due Diligence
  • Strategic Planning
  • Financial Analysis
  • Negotiations
  • Forecasting and Highly Detailed Budgeting
  • Direct Contact and negotiations with Lenders & Investors
  • Hands-on Daily Management
  • Merger and Acquisition Candidate Appraisal
  • Creditor Management
  • Lender Management