We provide turnkey corporate strategy, operational, and financial solutions.

We combine financial & capital understanding with operational & strategic expertise. We believe that the interplay between financial and operational insights maximizes value.

We believe that middle-market companies should benefit from the same caliber of service and senior attention that larger companies attract, and we offer this through our advisory and investment activities.

Trangle


Industry Coverage

Our team's industry experience includes consumer, retail & restaurants; energy; financial services; healthcare; hospitality, leisure, real estate & gaming; manufacturing, aerospace & defense; and technology, media & telecom.

Consumer, Retail & Restaurants

  • Strategic & Operational: Joint venture strategy for one of the largest U.S. food conglomerates; executed growth strategy for outdoor products manufacturer
  • Financial: Over $50 billion of transactions

Energy

  • Strategic & Operational: Corporate strategy for several of the world’s largest energy companies; acquired over $100 million of midstream & downstream energy assets
  • Financial: Raised project and debt capital; various M&A and other transactions

Financial Services

  • Strategic & Operational: Developed five-year plan for one of the world’s largest financial services companies
  • Financial: M&A, debt & equity offerings

Healthcare

  • Strategic & Operational: Developed reorganization for mid-market hospital chain
  • Financial: Several billion dollars of transactions, including one of the largest healthcare high yield offerings

Hospitality, Leisure, Real Estate & Gaming

  • Strategic & Operational: Distressed property turnaround
  • Financial: Over $100 billion of M&A transactions, equity and debt offerings, and restructurings.

Manufacturing, Aerospace
& Defense

  • Strategic & Operational: Developed pricing strategy for global plastics manufacturer; led performance improvement for intermediate chemicals manufacturer; led supply chain strategy for small outdoor products manufacturer
  • Financial: Various M&A and other transactions
   

Technology, Media & Telecom

  • Strategic & Operational: Three-party manufacturing alliance for major semiconductor manufacturer
  • Financial: Advised on billions of dollars of technology and media transactions for blue chip and middle market companies; invested in technology-enabled companies

Our team's clients include blue-chip mega-cap companies (greater than $10 billion), small & mid-cap companies, and lower middle-market companies (under $25 million), including portfolio companies of private equity firms. We are able to structure solutions for organizations of all sizes.