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We work with a wide variety of institutional investors including private equity, credit funds, activist investors, hedge funds, family offices, lenders and venture capital to help them identify acquisition targets, conduct diligence, develop portfolio company strategies, prepare for exits, and support restructurings. We are M&A experts with a deep understanding of the energy and industrial sectors who can help you make the right investment by gaining a better understanding of the companies you invest in, and the sectors they operate in.

Private Equity

We work with private equity firms to help them perform due diligence on potential acquisitions, and perform strategic consulting, voice of the customer exercises, and sell side diligence for their portfolio companies. We are experts in the energy and industrial space and have performed hundreds of diligence exercises to help private equity sponsors make successful acquisitions and communicate their investment theses to their investment committees, limited partners and lenders. We also undertake acquisition target identification to help private equity sponsors develop proprietary deal flow.

Credit Funds

We work with credit funds to help them gain a deeper understanding of companies and help them understand the likelihood and potential impact of restructuring events. In the energy and industrial space many companies are faced with the potential need for restructuring due to slower than expected market recoveries, excessive debt loads, and the need to make drastic changes in organizational structures or business models. As a debt holder of a company facing a potential restructuring we can assist you before, during, and after the restructuring process to maximize recovery and understand risks.

Activist Investors

We work with activist investors to help them gain deeper insights into the companies they invest in. Using our industry expertise, network of subject matter experts and deep industry connections we can help you conduct proprietary research, benchmark a company’s performance against its peer group, and gain a better understanding of its underlying value. We conduct market studies to assist activist investor in gaining a better understanding of current and future market trends, demand levels and competitive dynamics. We also work with activist investors to assess published company forecasts and help you understand how likely they are to be achieved.

Other Institutional Investors

We also work with a wide variety of other institutional investors, including family offices, sovereign wealth funds, lenders, pensions funds, hedge funds, venture capital, and sell side researchers.

We work with institutional investors to help them

  • Conduct diligence on acquisition targets
  • Identify acquisition targets
  • Prepare for sales processes
  • Develop and implement portfolio company strategy

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