Our Services

Debt Advisory

Our debt advisory practice combines Big Four restructuring expertise with hands-on experience as CFOs and treasurers of public and private companies. We've structured everything from venture debt facilities to billion-dollar project financings, bringing both lender and borrower perspectives to every engagement.

Comprehensive Debt Solutions:

• Institutional Private Credit - Direct access to leading credit funds and alternative lenders

• Complex Restructurings - Big Four expertise in distressed situations and turnarounds

• Project Finance - $5B+ in infrastructure financings including rail, bridges, and energy projects

• Cross-Border Facilities - Multi-currency facilities leveraging our international banking relationships

• Acquisition Finance - LBO and strategic acquisition funding from $10M to $10B+

• Special Situations - Rescue financing, bridge facilities, and emergency capital solutions

Proven Expertise:

Our partners have led debt advisory on transactions including the $8.7B PetSmart LBO, structured $1B+ in infrastructure bonds, and executed complex refinancings for both investment-grade and distressed credits. Our unique combination of principal-side and advisory experience ensures optimal positioning with credit committees.

M&A Advisory

Our M&A practice brings unparalleled expertise from partners who have collectively executed 200+ transactions valued at over $128 billion. Unlike traditional advisors, we've been on all sides of the table,as buyers, sellers, operators, and board members,providing unique insight into value creation and deal dynamics.

Transaction Excellence Across:

• Mega-Deals - Landmark transactions including $78B mergers and $12.5B divestitures

• Platform Builds - Buy-and-build strategies resulting in successful public exits

• Carve-outs & Divestitures - Complex separations including $2.9B reverse Morris trusts

• Cross-Border M&A - International transactions leveraging our 140+ country network

• Distressed M&A - Special situations and turnaround acquisitions

• Secondary Buyouts - PE-to-PE transactions maximizing value for all stakeholders

Differentiated Approach:

Our partners have served as integration leaders on $1B+ transactions, managed transition services agreements, and led post-merger value creation initiatives delivering 100+ integration projects. This operational perspective, combined with our Big Four training and PE relationships, delivers superior outcomes through every phase of the transaction lifecycle.

StrategicAdvisory

Our strategic advisory practice provides board-level counsel from partners who have served as CEOs, CFOs, and board members of public and private companies. We've not only advised on strategy,we've implemented it, building companies to $100M+ revenue and executing successful exits.

Senior Advisory Services:

• Exit Planning & Preparation - Positioning from operators who've achieved multiple successful exits

• Capital Structure Optimization - CFO-level expertise in balancing growth and financial flexibility

• Corporate Development - Buy-and-build strategies from executives who've executed platform builds

• Crisis Management - Turnaround expertise from partners who've led distressed situations

• Board Advisory - Governance counsel from directors of public and private companies

• International Expansion - Market entry strategies leveraging our global transaction experience

Value-Added Perspective:

Our strategic counsel is informed by real-world experience building businesses, raising capital, executing M&A, and navigating complex stakeholder dynamics. We've been in our clients' shoes, making our advice both practical and actionable.