As a registered Municipal Advisor, we provide a variety of specialized public finance, financial advisory and consulting services to state and local governments and not-for-profit institutions. Since 1975, we have provided municipal advisory services across the public sector: education, healthcare, tourism, municipal and environmental services, governments and agencies, airports and transportation, and non-profits. Our services include debt management, long-term financial planning, economic development, project management, investment advisory, and compliance and ongoing support. Learn more.
Mergers and Acquisitions
We offer our clients process-based solutions to help companies and their owners buy or sell a business. Our principals have extensive transactional experience on the buy- and sell-sides in both whole company mergers and in business unit acquisitions and divestitures. Our approach to M&A advisory combines valuation expertise with a deep understanding of the competitive landscapes of our focus industries.
Valuations and Fairness Opinions
Our team applies broad experience valuing companies in a range of industries. In the last two years we have valued over 100 businesses. We stay current on valuation best practices and use a variety of methodologies to arrive at appropriate valuations for our clients. We also deliver fairness opinions on a wide range of corporate transaction structures. We aggressively defend our conclusions when challenged in court or administrative proceedings. Learn more.
We advise our clients in a variety capital-related areas including needs assessment, identification of potential sources of capital from private equity, mezzanine and financial institutions, and structuring potential investments. Our investment management background gives us an understanding of the capital challenges facing individuals and businesses alike. Our goal is to support the strategic and financial objectives of each client with expertise that traditionally is available only from larger investment banking firms.
We provide advisory services to companies, creditors and stakeholders in financially-distressed situations. Whether the situation is in- or out-of bankruptcy, we have the experience and mature judgment to address difficult situations, manage short-term cash planning and reporting, and structure transactions to achieve the most favorable terms for each client. We utilize our valuation expertise to help capital providers assess collateral values in distressed situations.
Planning and Analysis
Our strategic financial planning and analysis skills bring value to every aspect of a transaction, both pre- and post-closing. We assist a wide range of clients by providing financial analysis including market assessment, assessment of financial reporting, valuation and structure, as well as detailed financial modeling. We perform transaction due diligence investigations, and we provide expert analysis and testimony when clients are involved in litigation.
We identify appropriate sources for, and negotiate financing to support, a variety of capital projects for our clients. Our team is experienced in the complex financial modeling required to determine project risk and to allocate risk among various stakeholders. We attract capital with carefully designed capital structures anticipating capital from a number of funding sources, allowing us to maximize the value of a project for our clients.