Strategic and Financial Advisory

We leverage the strength of our combined research, strategy, and investment banking capabilities to: 

  • Increase Business ValuationValue–added strategic, operational, and financial advice to maximize the likelihood of – and minimize the timeline to – a business sale.
  • Fairness Opinions: Via our broker-dealer, a professional evaluation of a target company, including a valuation analysis, an evaluation of the business rationale, and a formal opinion as to the fairness of the proposed transaction.
  • Strategic Research: Targeted and customized research to identify and value the best opportunities for a business to pursue and the investments needed to do so.
  • Advisory and Buyside Services: Advisory and buyside services for private equity and venture capital firms to source investments and / or  improve the performance of portfolio companies.
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