Special Situations Advisory

Distressed M&A and debt advisory that preserves value

Companies facing liquidity challenges, debt maturities, or covenant compliance issues need to act quickly. Understanding options, assessing strategies, and preserving value takes both expertise and experience.

Our special situations advisory includes senior professionals with decades of experience in operations, restructuring, and capital markets. We work directly with fund sponsors and company management to develop appropriate, actionable solutions to secured and unsecured credit including equity or debt raising, debt restructuring, refinancing, or accelerated M&A.

Our experience in transactions, transitions, and transformations of companies gives us a rare level of expertise with special situations — and enables our clients to remain focused on operational performance and capital deployment.

Services include:

  • Evaluating options and strategies
  • Advising on restructuring opportunities
  • Assuming interim management roles
  • Liquidity management
  • Negotiating with lenders and other creditors
  • Refinancings and recapitalizations
  • Providing valuations
  • Managing third-party diligence
  • Accelerated M&A processes
  • Wind-downs and liquidations

Each engagement delivers an objective, hands-on evaluation concentrated on time-critical analysis and advice, with outcomes that can turn special situations into unique opportunities.

  • Stephen E. Rossi
  • T +1 (310) 636-2050

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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