Portfolio Company & Pre-IPO / Pre-Sale Advisory

Given our Firm’s size and unique model, we actively seek to stay involved with our clients after an initial transaction, advising at the portco level on matters of corporate governance, capital structure, add-on transactions and pre-IPO/pre-sale restructuring. We employ creative and actionable solutions to resolve our clients’ complex issues at the portfolio company level in order to drive towards a desirable exit or to facilitate a platform strategy. We have direct experience in developing and implementing tailored strategies that eliminate complexities, increase value and institute capital structure visibility. Such plans have driven value for the stakeholders involved, while also materially increasing organizations’ enterprise value.

Select Representative Matters:

  • Multi-billion dollar private company in complex internal restructuring to improve IPO and salability.

There are several proprietary and highly confidential matters our firm has advised on. Further details, case studies and direct references to our record of exemplary outcomes are available upon request.

Public Case Study