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Strategic Advisory
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

  • Management buyouts

  • 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.


By Phone:

    Los Angeles Office -  (213) 233-1100

San Diego Office -  (858) 964-1985

Irvine Office -  (949) 214-2242


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