Investment Consulting

Representative Transactions
Services

Private Equity Services

Leadership Consulting – assist portfolio company leadership with high level personnel decisions. Work towards establishing a highly functioning senior management team. Help first time PE backed CEO’s with establishing a cadence of BOD/Sponsor communications. Strategic Planning – work with PE portfolio companies to establish or tune existing strategic plans, using…

Senior Lender Services

Due Diligence – assist lenders during underwriting process for technology lending. Review business projections and assist lender group in understanding key metrics and probable outcomes. Distressed Debt Consulting – assist lenders during periods of covenant default with analyzing available remedies and paths forward . Review business projections accordingly.