Strategic & Transaction Advisory

Capital Creativity,

Backed by Resolution

As pressure builds and capital structures tighten, outcomes are determined by decisive execution and clear judgment. Our strategic and transaction advisory team leads financial restructurings, recapitalizations, special situations M&A, and stakeholder negotiations with adaptive execution that safeguards optionality and protects value.

Areas of Expertise


Financial Restructuring

  • Debt and Equity Restructurings
  • Recapitalizations and Balance Sheet Optimization
  • Debtor-in-Possession (DIP) Financing Solutions
  • Plans of Reorganization and §363 Transactions

Capital Market Solutions

  • Senior and Junior Debt
  • Preferred or Structured Equity
  • Traditional Equity Raises

Special Situations Mergers & Acquisitions

  • Sell-Side and Buy-Side Advisory
  • Partial Sales, Carve-Outs, and Divestitures, including Modular Break-Ups
  • Joint Ventures and Strategic Alliances

Stakeholder Advisory

  • Lender / Alternative Investor / Fulcrum Security Advisory
  • Board and Special Committee Advisory Services
  • Fairness Opinions and Expert Testimony

Meet a few of our experts.

Brian Williams

Managing Partner
Brian has over 20 years of experience in the oil & gas industry, and focuses on M&A, capital raises, restructurings, and executive management.

Benjiman Godbout

Managing Director
Ben brings a comprehensive combination of investment banking and financial & operational restructuring expertise to each engagement.

David Mintz, CPA

Vice President
David's career has included financial advisory and restructuring experience focusing on due diligence, analysis, planning and execution.

Noah Barr

Analyst
Noah works closely with company owners and management teams on mergers and acquisitions across a range of industries.