Company Situations

  • Turnarounds – can be in or out of Chapter 11 process
  • Unusual / complicated prior capitalization structures
  • Preparing for capital raise, M&A

Investors & Funds

  • Assessment and optimization of current portfolio companies
  • Evaluation of new investment opportunities

Integrated Strategic and Financial Plan

  • Strategic and operational objectives
  • Detailed cash flow modeling to deliver those objectives
  • Key milestones for management and board to track

Review Personnel

  • Current management assessment/gaps
  • Board of Directors skills and needs

Improve Key Processes

  • Creation of data room
  • Develop Fundraising Presentation