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 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
$6,000,000 (Nasdaq: CIDM)
Financial Advisor to
Public Offering
Class A Common Stock
MORE INFO
Provided financial advisory services and a fairness opinion to the company
$51,000,000 (Nasdaq: KTOS) buy-side advisory and fairness opinion related to the acquisition of Henry Bros Electronics (Nasdaq: HBE)