“Vision without execution is hallucination” (attributed to Thomas Edison). Using our network and experience we help you assemble the essential financial, human and other resources for superior execution. Early decisions on capital structure and core team have a tremendous impact on value creation–we help you get it right the first time reducing both angst and dilution.

    We draw on our diverse network to provide interim executives to fill critical staffing gaps when a permanent employee cannot be found fast enough. We take a hands on approach, becoming part of your executive team, and are typically involved in identifying and mentoring a permanent replacement. We provide rapid hands-on resolution of business problems or the successful completion of special projects.

    We are experienced in the valuation of debt and equity securities, individual assets and entire enterprises. Valuations are documented in comprehensive reports that comply with the relevant laws and conform to the scope of the assignment. When the determination of value is part of a legal, tax, or regulatory proceeding, we provide expert witnesses experienced in providing clear, credible testimony. Transactions involving exchanges, acquisitions, divestitures and reorganizations often require expert opinions as to the fairness of the terms of the transaction from a financial point of view. Our team has provided fairness opinions to Boards of Directors, special committees, shareholders, trustees and courts.

    We have long-standing relationships with investors, ranging from venture capital firms and private equity firms to strategic private investors. We have expertise in arranging asset-based lines of credit, senior term loans, subordinated debt, strategic investments, leveraged recapitalizations and equity placements. We can help assess your present and future capital requirements, develop appropriate capital strategies, draft financing memorandums, prepare management for presentations to capital sources, evaluate financing proposals, manage due diligence and negotiate structure and terms.