Our Services

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