Capital Advisory
We assess funding requirements and capital structures for seed and growth rounds. Operating forecasts and downside scenarios inform the financing plan and investor materials.
- Operating forecasts
- Funding scenarios
- Investor materials
Debt & Credit Advisory
We evaluate borrowing capacity and debt service coverage for SBA and commercial financing. The analysis includes borrowing bases, covenant compliance, interest-rate sensitivities, and thirteen-week cash forecasts.
- Borrowing capacity
- Coverage and covenants
- Cash forecasts
Mergers & Acquisitions
Acquisition analysis covers underwriting and custom evaluation tools for repeat buyers. For sellers, we prepare financial analysis and transaction materials using consistent definitions across the presentation and data room.
- Acquisition underwriting
- Financial analysis
- Sale preparation
Private Funds Advisory
We analyze private fund distributions and tiered carried interest, reconcile capital accounts, and prepare supporting materials for limited partners.
- Distribution waterfalls
- Capital accounts
- LP materials
Valuation & Opinions
Valuation work includes sum-of-the-parts, discounted cash flow, and leveraged buyout analysis. Research examines the operating assumptions and market evidence supporting a valuation.
- Cash flow analysis
- Sum-of-the-parts
- Sensitivity analysis
Performance & Pricing
We advise on pricing, revenue management, unit economics, and procurement costs. Work ranges from fare rules for transport operators to subscription pricing.
- Pricing and revenue
- Unit economics
- Procurement costs