OUR SERVICES
Institutional Investments
Private Placements
Retail Accredited Investments
Exit strategy planning
Preparation of selling memoranda
Coordinating closing related activity
Identify potential buyers and acquisition targets
Investment Research
Advisory Services
Financial Opinions
Mergers & Acquisitions
Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
With experienced investment professionals from around the globe we are positioned to work hand in hand with you to find the right answer to your investment needs. If a solution does not meet your objectives, we are able to tailor an answer to your exact requirements.
Due to our diverse client base, we have encountered a wide array of financial, legal, accounting and tax situations. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects on our versatility and competency, as well as our dedication to quality client service.
Fairness opinions
Valuation opinions
Estate & gift tax
Litigation support
Identification of Dormant Assets
Corporation Investigations
Receivers in Bankruptcy
Asset Divesture in Dissolution
Title and Claim Authentication
International M&A Team
Strategic acquisitions
Management buyouts
Divestiture strategies
Structuring & negotiating transactions
Nominee Services
Shareholder Representations
Mediation Services
General Accounting
