The Company and its affiliates provide consulting and advisory services to leading corporate market participants, family offices, and management teams.

We leverage our experience in the financial, wealth and asset management, real estate, and alternative energy sectors to provide strategic advice to clients. Our services include:

  • Advising on corporate strategy, cross border M&A transactions, and access to public and private capital markets
  • Working with clients to develop business models and to assess risk
  • Participating in the preparation of marketing materials and offering documents in connection with transactions
  • Assessing and pursuing various exit alternatives and assisting clients with, financing and execution
  • Facilitating transaction structuring, and advising on senior and mezzanine debt alternatives, as well as preferred and common stock offerings
  • Monitoring dynamic market conditions and working with clients to assess acquisition and disposition opportunities.
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