End-to-end solutions for your business needs.

Boutique Investment Banking

Advisement for transactions including:

  • Mergers & Acquisitions (Sell-side, Buy-side, Carve Outs)

  • Fundraising (Equity, Debt, Venture Debt)

  • Restructuring

 

Management Consulting

Consulting services customized to client needs and requirements including, but not limited to:

  • Business plans (internal use and 3rd parties)

  • Investment or acquisition due diligence (primarily for private equity investors)

  • Business development

  • Financial strategy development/modeling

  • Market research (secondary and primary)

 

Litigation Support

  • Expert witness in litigation cases (federal, state, arbitration)

  • Recognized by courts of law in multiple jurisdictions as industry expert (telecommunications) and corporate transactions (valuation, process, industry norms, etc.)

  • ~25 past cases; references available upon request

 

Board of Directors

Decades of experience as a member of over 25 Board of Directors

  • Primarily an independent board member of companies in industries in which we have experience

  • Usually chair audit committee; active in strategic and M&A committees

  • Typically on 4-5 boards, at most, at once

  • ~ 50% public; 50% private