Charting a Path to Success
Our investment bankers are trusted corporate advisors focused on providing expert financial analysis and seasoned advice to owners and directors of privately-held and family-owned companies.
We work with clients to identify and evaluate exit and liquidity alternatives and design and implement practical and successful strategies tailored specifically to each client’s unique objectives and circumstances. Our senior level professionals have the skills and experience necessary to thoroughly evaluate the financial feasibility of a variety of strategic alternatives available to private companies including:
Business sales, mergers, and acquisitions
Spin-offs, split-offs, and divestitures
Employee stock ownership plans (ESOPs)
Equity-based compensation plans
Shareholder buy-outs and buy-ins
Private equity financings and recapitalizations
Investment projects and opportunities
Our approach is to focus not merely on implementing strategies correctly, but on selecting and implementing the correct strategies designed to maximize value, marketability, and proceeds upon an exit or liquidity event.
Los Angeles Office - (213) 233-1100
San Diego Office - (858) 964-1985
Irvine Office - (949) 214-2242