Exclusive Sales and Divestitures
Acquisition Advisory
Valuations
Independent Strategic and Financial Advisory

Exclusive Sales and Divestitures
We advise on all stages of exclusive sales and divestitures. We analyze the competitive strengths of companies and value businesses. We, in conjunction with our clients, create marketing materials such as confidential offering memoranda, determine a list of potential buyers and the best tactics to be used to approach them, contact potential buyers, solicit indications of interest, arrange meetings with management and due diligence tours of facilities, assist in the creation of data rooms, coordinate the drafting of definitive purchase agreements, solicit final bids, advise on final negotiations and closing.

Acquisition Advisory
We advise clients on whether acquisitions will help them realize their strategic objectives. If there is an acquisition candidate that has been identified or if there are discussions that have already been started, we advise on due diligence, valuation, negotiations and close. In the event there is a strategic need that has been determined but no target identified, we can undertake acquisition searches, approach potential targets, arrange introductions and follow-up meetings, coach in regard to presenting a case as to why a transaction is in the best interest of the target, assist in due diligence, valuation, crafting a proposal, negotiations and close.

Valuations
We provide valuation services for a variety of reasons, usually involving the determination of strategic alternatives and the readiness of a client for a transaction.

Independent Strategic and Financial Advisory
We provide independent strategic advice and financial advisory services to a variety of businesses that want to grow or are facing challenges from managing extremely high growth to coping with chronic underperformance and financial pressure. We become objective advisers to CEOs who need a sounding board or require advice related to specific courses of action regardless of whether a transaction is imminent.