Services

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We offer comprehensive management consulting to assist companies in all stages. These services include business development, strategic planning, revenue modeling, and financial assessment.

Our services include:

•    Business Valuation

•    Intellectual Property Valuation 

•    Revenue Modeling 

•    Business planning and strategies

•    Integrated financial modeling

•    Quality of earnings

•    Assessing risk, measuring performance, and conducting valuations to improve the quality and timeliness of outputs

•    Contingency planning

•    Venture building 

Technology and biotechnology firms face uncertainty, stability, and profitability in various stages of their journeys. We offer tech clients  business modeling and business strategic advisory services  to increase their probability of success and mitigate their risks  in this technology driven market.

Our service includes:
•    General Business Consulting 

•    Immediate and long term business strategic planning to the CEO and its Board of Directors

•    Financial advisory, business modeling and financial modeling to the CFO

•    Investor Relations to the management team

•    Go-to-Market Strategy advisory to the management team 

    •    Strategic company re-positioning

    •    Strategic shifts and market pivots

    •    Revenue generation activities

    •    Pricing and product roadmaps

Returning companies to stability and profitability. We offer clients restructuring and financial advising to succeed in this market.

Our service includes:
•    Advice on optimal capital structure

•    Fractional CFO Services 

We help our clients raise equity capital at higher valuations and better terms than they would likely attain on their own, allowing them to meet business goals.

Our services include:

•    Financing growth

•    Staged liquidity transactions

•    Negotiation and structuring of placement

We provide access to private institutions and investors to improve liquidity and cash flows.

Our services include:

•    Development of ideal financing strategy

•    Raising of adequate debt capital, buyout or cash-out financing, refinancing of existing facilities, or access to sophisticated and specialized debt packages

•    Selection of potential financing partners

•    Management of the financing process

•    Negotiation with investors throughout the process and to completion

We provide M&A services from initial evaluation and due diligence to negotiation and closing. Our rigorous process is client-driven and follows their direction through the entire deal.

Our services include:
•    Sell-side advisory
•    Buy-side transactions
•    Response to unsolicited takeover bids
•    Strategic partnerships and joint ventures
•    Identifying entry or expansion opportunities
•    Product line additions
•    Sourcing target businesses
•    Assessing market and operational synergy
•    Entry strategy for businesses looking to access new markets

We provide market insights to support our clients throughout the sales process, including, but not limited to, company valuation, potential investor search, approach, due diligence and negotiation.

Our services include:

•    Selling companies (or subsidiaries or part of a business) on behalf of shareholders

•    Managing divestments of majority and minority stakes

•    Business Valuation

•    Advising on exit strategies for financial investors

•    Securing equity funding for strategic growth

•    Management of LBOs and MBOs

•    Change of ownership structures for succession planning and retirement