Strategic Advisory

We provide institutional‑grade financial analysis and strategic insight for mid‑market companies and investors, helping them navigate pivotal stages with clarity, discipline and rigor.

Areas of Expertise:

Strategic Financial Diagnostics
Institutional review of financial performance, operating efficiency, liquidity risks, critical vulnerabilities and strategic priorities.
Objective: deliver financial clarity within 15–30 days.
Financial Planning & Analysis (Institutional FP&A)
EBITDA normalization, margin analysis, cash planning, financial scenarios, and capital structure optimization.
Financial Restructuring & Credit Renegotiation
Renegotiation of senior/subordinated credit facilities, bank debt refinancing, equity reset, new capital injection and in/out-of-court stakeholder solutions.
Independent Valuations & Transaction Opinions
Valuations of companies, assets and equity interests, including defensible ranges for partner entry/exit, succession, strategic evaluations and buy‑side/sell‑side decisions.
Equity Structures (Cap Table & Waterfalls)
Clarification of ownership structures, dilution scenarios, distribution models (waterfalls) and governance alignment for long‑term value creation.
Financial & Capital Restructuring
Debt assessment, refinancing scenarios, shareholder reorganization, balance sheet optimization and capital planning for companies under tension or preparing for growth.
Financial Due Diligence
Financial, accounting and tax review; working capital analysis; quality of earnings and sustainability of results for strategic operations.
409A Valuations
U.S.-compliant fair market value assessments for private company stock and option pricing under IRC 409A.
Portfolio Valuation & Monitoring
Periodic valuation and performance review of multi‑asset portfolios and holdings, including scenario testing and key financial metrics.

Representative Engagements
(Illustrative purposes only. Actual client details remain confidential.)

We advise

Companies in transition or growth phases
Private equity funds managing portfolios
Investors conducting due diligence

Discuss an engagement

Confidential Inquiry