Investment Banking & Advisory Services
Tailored solutions across the full advisory spectrum, delivered by senior principals with multi-decade, cross-cycle track records.
How Can Senior Process Discipline Maximize the Enterprise Value of Your Generational Transition?
Mergers & Acquisitions
We deliver strategic sell-side and buy-side transactions for business owners and corporate boards with absolute process discipline. Our team manages the entire transaction lifecycle, from positioning and targeted market outreach to comprehensive valuation analysis, custom deal structuring, and final negotiations.
Through direct principal oversight, we also execute critical board assignments, special committee reviews, and strategic alternatives assessments. Clients gain a trusted advisor dedicated to evaluating fairness opinions and identifying the ideal strategic or financial buyers for their unique legacy.
How Can Custom Capital Structure Alignment Fuel Your Company’s Strategic Growth Objectives?
Capital Raising
We execute debt and equity placements for complex middle-market situations that benefit from senior-led advisory and an institutional capital network. Sized specifically for corporate transactions of $50 million and above, we bring rigorous market insight to every placement-agent service mandate we accept.
Our advisory spans across the entire capital structure, including private credit, mezzanine financing, bank facilities, growth equity, ...
How Can Decades of Specialized Cross-Cycle Experience Protect Value in Times of Financial Stress?
Restructuring & Distressed M&A
As our deepest specialty, we provide sophisticated counsel for out-of-court restructurings, creditor negotiations, and operational turnarounds. Our principals bring a multi-decade track record, having successfully restructured over $25 billion of debt at predecessor firms across multiple complex economic cycles.
We navigate the high stakes of Chapter 11 advisory, including pre-packaged, pre-arranged, and free-fall filings, alongside Section 363 sale execution and distressed asset divestitures. In coordination with interim management, we deliver the clear judgment required to stabilize balance sheets and recover enterprise value.
How Can Broad Independent Counsel Guide Your Board Prior to a Single Transaction Decision?
Strategic Advisory
We provide independent, conflict-free counsel when the challenges facing your business extend beyond the scope of a standard transaction. Our team serves as a trusted sounding board for family ownership transition planning, strategic alternatives evaluation, partnerships, joint ventures, and market positioning.
Through our distinctive veteran operator transition advisory, we bridge the gap between business succession and ...
Securities-related services are effected through registered representatives of FNEX Capital, LLC, member FINRA/SIPC.