Sourcing External Financing:

Secure investment from institutional (VCs private equity firms, and hedge funds) and non-institutional sources (angels and family offices)

Merger / Acquisition:

Represent company and management team in both buy side and sell side transactions

Capital Planning and Financing Strategy:

Work management to craft funding plan that maximizes value retention while minimize time and effort expended to attract investors


Offer expert opinion of a company's value for acquisition planning, evaluation of terms sheets, management compensation planning, etc. Opinions are based on analyses of comparables, reasonableness of projections, evaluation of market factors and other external risks.