We support corporates on strategic issues, control investors throughout the due diligence and investment process, and both on matters pertaining to governance and communications.
Operating and Financial
Strategy
Strategic opportunities assessment; business planning; financial advisory support including financial statement modeling and scenario analyses; capital allocation and operating return assessments; restructurings and workouts.
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Prior projects include extensive operating and financial restructuring of a $100+ billion, US-based mutual fund company; launch and strategic positioning of a multi-billion dollar, publicly traded healthcare spin-off.
Governance & Communications
C-Suite and board-level advice on corporate governance to enhance resilience; assist with external and internal communication strategies to support and reinforce shareholder engagement, strategic initiatives, corporate actions, and crisis management; activist defense strategies, including response tactics.
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Projects include governance overhaul for a global auction house; activist defense preparation for publicly traded security company; corporate positioning to craft appropriate shareholder base for a publicly traded biopharmaceutical spin-off.
Private Equity and
M&A
Target identification; due diligence support; valuation analysis; post-transaction operating and financial advisory support; exit strategies, including transaction-related counsel.
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Previous engagements include public and private companies in financial services (e.g., asset and wealth management), healthcare (e.g., biopharma and healthtech), and other services-related industries in the US and overseas.
Sustainability and
Diversity, Equity & Inclusion
Issues and opportunities assessments specific to sustainability-related actions and disclosures; advise boards, management, and investors on issues pertaining to DE&I; analysis of global trends in sustainability, including implications for corporates and investors.
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Led operations of a sustainability-focused consultancy and media company; advisor to leading DE&I think tank at Northwestern University; contributor to executive education program utilized by a leading academic/consultant in the fields of sustainability and DE&I.
