Services

From private debt advisory to M&A support, we deliver tailored services that drive growth, mitigate risks, and maximize value for private equity firms, family offices, and independent sponsors.

Credit Services

We provide tailored credit solutions to help lenders and borrowers navigate complex financial landscapes with confidence. From due diligence to risk assessment, our expertise ensures informed decision-making and optimal outcomes.

Lender Due Diligence Lite for PE

Streamlined due diligence for private equity sponsors, offering targeted analysis to address key credit concerns. Our focused approach minimizes risks, enhances lender confidence, and supports smoother transactions.

Lender Due Diligence for Non-PE Financing

Comprehensive due diligence for privately held and family-owned businesses. We bridge the gap between unsophisticated financial systems and lender requirements, ensuring clarity and comfort in financing decisions.

Challenged Credit Due Diligence

Specialized support for distressed or underperforming credits. We identify root causes of credit decay, propose actionable solutions, and help lenders and sponsors navigate covenant risks and restructuring.

Private Equity Services

We partner with private equity firms to unlock value, optimize capital structures, and drive successful exits. Our tailored services ensure seamless transactions and maximize returns for sponsors and investors.

Dividend Recapitalization Preparation

We help private equity sponsors return capital to LPs through strategic dividend recapitalizations. Our team assesses cash flow stability, debt capacity, and market conditions to structure transactions that balance leverage and returns—all while preserving ownership and operational focus.

Sell-Side Readiness

Preparing your portfolio company for sale is critical to achieving optimal valuation and a smooth transaction. We streamline financials, validate operational metrics, and enhance management credibility to attract buyers and minimize last-minute surprises. With a >95% success rate, we ensure your business is positioned for a competitive and successful exit.

Family Office / Independent Sponsor Services

We empower family offices and independent sponsors to execute strategic growth initiatives with confidence. From M&A to corporate development, our expertise ensures seamless transactions and long-term value creation.

Corporate Development

Accelerate growth and expand market presence through strategic acquisitions and partnerships. Our end-to-end corporate development services include target screening, due diligence, deal structuring, and post-merger integration. We help you identify the right opportunities, mitigate risks, and maximize synergies to achieve your strategic goals.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!