We’ve worked with clients who envisioned an opportunity to acquire a competitor, or a complementary business, or a new technology. We’ve also helped companies who needed to search out a larger strategic partner to realize their goals.  No matter what opportunity you see on the horizon, make sure you’ll be ready when you get there.

A company can quickly evolve beyond their initial capital structure. What might have made sense in one environment can seem antiquated a few years later, or after a strategic shift or industry consolidation. We can help you determine your optimal capital structure.  Don’t let your business be constrained tomorrow by how it is capitalized today.

Opportunities for shareholders…  Are all your eggs in one basket?  
Many founders have a large percentage of their net worth committed to their company.  Or have a shareholder whose need for cash is disruptive to firm strategy. We’ve helped clients take some money off the table, or find a new equity partner with aligned interests.  No matter how many eggs your basket holds, sometimes you're better off with an omelet.