Transaction Advisory Services

Focus areas

• Mergers and acquisitions
• Buy and sell side mandate management
• Financings
• Turnarounds
• Deal flow generation,
• Global business development
• Transaction facilitation
• Startup management mentoring and business financing

Representative transaction services

• Corporate development and strategy. We work with management and shareholders to evaluate add-on acquisitions, debt and equity financings, and possible exit strategies. These clients benefit from our strong relationships with corporate entities operating in our targeted industries and with key players in the capital markets.
• Management practices. Our team works with management to enhance financial reporting, strategic planning, and risk management practices. We also work to establish key initiatives that build a better and more valuable enterprise, while implementing incentive structures for senior management and other key employees.
• Global perspective. We are a proud member of CDI Global, which enables us to work with our partners around the globe when projects benefit from cross-border interaction. Working collaboratively with CDI, we bring a global perspective and resources to each client assignment.
• Senior advisor and operating partner  networks. We leverage our global footprint in support of our clients to achieve their strategic and financial goals. We are able to uniquely source and evaluate new investments and act as a financial resource for our client companies.

Startup and Early-Stage Consulting

We deliver high-quality, specialized consulting services to entrepreneurs starting new business or in the early stages of business development. Since each clients’ needs differ, we tailor our work according to the particular aspects of each relationship.

Representative startup/early-stage services

• We ensure the basics are covered. We build, procure, and secure the necessary legal framework to launch a business, including establishing a legal entity, IP protection, and business registrations.
• We establish the business platform. We help set up accounting, financial, and business management tools and services on one simple platform.
• We raise capital. We work various networks to access hundreds of top angel groups and venture capital firms across the world.
• We help prepare your presentation. We guide you through the process of honing your story and presentation to connect with the right investors.
• We find and apply to the world’s top accelerators. We provide essential mentorship and capital, as well as introductions through our access to hundreds of open accelerator programs seeking motivated, high-growth startups.
• We support your company ownership. Most contracts with a co-founder, employee, or investor represent a line on your company’s cap table to allocate ownership. We support the electronic issuance of stock and options, create model fundraising scenarios, simplify investor due diligence, and  stay tax-compliant with expert 409A coverage.