Our advisory focus is directed toward the following situations:

Underperformance by a company or a business unit
Turnaround or distressed environments
Generational transition of management and/or ownership
Shareholders or other stakeholders looking to monetize or exit their position
Special growth opportunities where additional expertise and capital are required


Services include:

  • Strategic planning, development and oversight
  • Capital activities, including sourcing and restructuring of debt and equity
  • Operational improvements
  • Interim management roles--CEO, COO and CFO levels
  • Development and execution of exit plans