Mergers & Acquisitions
Company/Asset Valuations
Buyside/LBO Advisory
Identification of Funding Sources
Sellside Advisory
Due Diligence - Buyside and Sellside
Financial Modeling
Sale Memorandum Preparation
Letters of Intent
Purchase Agreements
Fairness Opinions
Seed Stage & Expansion Stage Equity
Mezzanine Equity
Senior Debt (i.e., Bank Loans)
Placement Memorandum (PPM) and/or Business Plan Preparation
Financial Modeling & Structuring
Term Sheet Preparation & Negotiation
Capital Provider/Investor Presentations
Due Diligence
Strategic Plan Preparation
Business Plan Preparation for Startups and Existing Firms
Placement Memorandum (PPM) Preparation
Market Analysis & Competitor Analysis
Financial/Cost Structure Analysis
Marketing and Branding Strategy
Growth Strategy
Joint Venture Analysis