What we do
Advisory across the full arc of a company’s capital markets journey. Engagements are scoped to your stage — from a single workstream to end-to-end advisory.
IPO advisory
Readiness assessments, the roadmap to a listing, and advising the offering process from first filing through pricing.
Public company preparation
Interviewing and selecting the board of directors and C-suite executives a public company needs, with the governance to match.
Capital raising
Capital strategy and the equity story; we connect you to the right investment bank to underwrite or place the raise.
M&A advisory — buy & sell side
Acquisition and divestiture strategy, target identification, valuation, structuring, and negotiation support.
U.S. & Canadian listings
IPOs and listings on U.S. and Canadian exchanges — including cross-border listings and uplistings in either direction.
Reorganizations & carve-outs
Corporate restructuring and the separation, spin-out, or carve-out of business lines.
Financial advisory
Valuation analysis, financial model development, projections, and capital-structure advice.
Due diligence support
Operations review and documentation, financial-statement and audit readiness, risk, and internal controls.
Governance & compliance readiness
SEC disclosure guidance, corporate-governance frameworks, and Sarbanes-Oxley (SOX) preparation.
Market positioning
The equity story, investor-communications strategy, benchmarking, and the market narrative.
Post-IPO advisory
Investor relations, earnings guidance, ongoing strategy, and capital-allocation advice.
Not sure where to start?
Tell us about your company and we’ll map the right path.