CFA principals provide advisory services to assist executives and company stakeholders plan:

• The sale of their private company equity interests
• Ownership transfers to family, employees or investors
• The raising of debt or private equity capital
• The acquisition or divestiture of business operations

We help firms with expansion plans to formulate growth and acquisition strategies as well as those wanting re-organizational financing and operational financing. Services are driven exclusively by clients' needs and objectives. All engagements are managed locally by a senior CFA principal who is integrally involved in all phases of the assignment.

Investment Banking Capabilities

We have the ability and resources to execute certain types of assignments. As part of an international mergers and acquisitions firms, we offer a distinct form of independent, professional expertise with proven results in the following areas:

• Advising clients in the development and formulation of merger and divestiture strategies
• Enhancement strategies to increase the value of the company prior to sale
• Assessing the company's strengths and weaknesses
• Planning and executing strategy for marketing the company
• Establishing business valuation criteria and ranges
• Identifying, screening and initiating discussions with potential buyers or equity/ joint venture partners
• Executing specialized investment banking transactions
• Structuring transactions
• Arranging acquisition financing for buyers, consisting of all types of debt and equity

Additional capabilities and areas of technical expertise are distributed across the CFA industry practice groups and individuals within the organization.