Services
Engagements are built around the objective, not a menu. What follows is the range of work we take on. If you are not sure where your situation fits, that is usually the right reason to call.
Capital Markets Advisory
The core of most engagements. We work alongside management on how the company is positioned, how its story is told, and how it is understood by the investors who matter.
- Strategic guidance for management and boards
- Investor relations strategy and messaging
- Investor presentations and management preparation
- News flow planning and communications
- Disclosure practices for domestic and overseas issuers
- Shareholder base analysis
Investor Access
Thirty years of relationships across the institutional market, used deliberately. We do not put management in front of an investor until the message holds up under hard questions.
- Introductions to institutional investors and family offices
- Non-deal roadshows
- Investor readiness and mock investor sessions
- Conference placement and preparation
- Analyst coverage introductions
- Shareholder base development
Capital Placement
Capital should fit the situation, not just fill a hole. Structure, cost, timing and control provisions shape what a company can do next, so we start with the objective and work back to the right structure and the right counterparties. Securities transactions are conducted through GT Securities, Inc.
- Equity and structured equity placements
- Debt and mezzanine structures
- Private placements and PIPEs
- At the market programs
- Joint venture and co-investment capital
- Term sheet evaluation and negotiation
Mergers & Acquisitions
Buying, selling or reshaping a business is the largest decision most owners and boards make. We run the process from first conversation through close and stay in the room for the hard parts.
- Sell side processes for owners and companies
- Buy side searches and acquisitions
- Divestitures and carve-outs
- Management buyouts and ownership transitions
- Valuation analysis and deal structuring
- Negotiation and closing management
Special Situations
Not every company comes to the table in good weather. When performance, leverage or circumstances complicate the picture, the range of options narrows and the timeline gets short.
- Strategic alternatives review
- Distressed and turnaround advisory
- Balance sheet and debt restructuring
- Lender and creditor negotiations
- Asset sales and orderly wind downs
- Board level advice under time pressure
Strategic Partnerships & Merchant Banking
Some objectives are met through a partner rather than a transaction. We structure the relationship and bring the right counterparty to the table.
- Joint ventures and strategic alliances
- Distribution and commercial partnerships
- U.S. market entry for overseas companies
- Capital partner introductions
- Merchant banking advisory
- Partnership structuring and negotiation