Financial Advisory

Our investment banking team offers a range of financial advisory services, including the following:

  • Fairness Opinions
  • Business Valuations
  • Strategic Planning

Selected Representative Engagements:

provided fairness opinion
to Board of Directors
in connection to their
merger with
(NYSE: WTT)
Buy-Side Advisor
to WTG in its
Acquisition of CommAgility

Financial Advisor in
the Senior Refinancing
of Gibson Brands
$453,300,000
(NASDAQ: VSAT)
Co-Manager on Follow-On
Public Offering

(NASDAQ: ABTL)
Exclusive Financial Advisor
in connection with the
sale of its SFL product to

Exclusive Financial Advisor
Related to its Divestiture of
its Syntech de Baja California
Division to
$47,150,000
(NASDAQ: MCFT)
Co-Manager Follow-On Offering Common Stock
$70,000,000
(NASDAQ: KTOS)
Co-Lead Underwriter on
Follow-On Public Offering
Financial Advisor Related to
the Corporate Sale of R.W. Smith to TriMark

provided financial advisory
services to the Company
provided fairness opinion related to a recapitalization through an exchange of membership units & partnership interests
(Nasdaq: BNHN.A)
provided financial advisory
services to the Independent
strategic Committee
$27,600,000 (OCTCBB: TNFG)
provided a fairness opinion related to an acquisition by
(Nasdaq: NTSC)
provided corporate governance
financial advisory services to the
Board of Directors
(Nasdaq: SLTC)
provided financial advisory
services to the company's
Board of Directors>
$20,000,000 financial advisory to the acquisition
of a security and public
safety system integration business
$39,000,000 (Nasdaq: EVOL)
fairness opinion related to the
sale of the Numbering Solutions business to

(Nasdaq: ABTL)
financial advisory related to
its acquisition of

(Nasdaq: NTS)
provided a fairness opinion
related to its proposed
acquisition by

(Nasdaq: TIXC)
provided financial advisory
and a fairness opinion
to the Special Committee
$125,600,000 buy side advisory & fairness opinion
related to the acquisition of China-based Enson Assets from CG Int'l Holdings

provided financial advisory
services related to FASB 142
goodwill impairment
Provided a fairness opinion
related to the acquisition of
IT solutions provider
business assets of