Special Situations

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
  • Managing Director and
    Head of Investment Banking
  • T +1 (310) 636-2094

Integrated Services

We enable businesses to better prepare for and execute on strategic events.

Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

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Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

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Financial Consulting

Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

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