A number of years ago, as an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing. These services include evaluating the merits of investing in angel, venture and commercial enterprise activities proposed to our clients, as well as the most tax efficient structure for the investment in these companies.

In some cases, our client's investment is substantial enough to warrant Board representation, and the ability to participate in management on an interim basis to solve transition and business succession issues. The firm is prepared to provide this representation for our clients and, when necessary, participate in management on an interim basis to solve transition and business succession issues.

These services also are available to establish the appropriate structure and corporate governance in situations where existing management will continue to be a part of the long-term solution for the company.

Services provided include:

  • Turnaround Situations
  • Corporate Recovery
  • Crisis Intervention
  • Operational and Financial Consulting
  • Interim Management
  • "Wind-Down" Management