Strategic Planning, M&A, Capital Raising and Restructuring

Strategic Planning

Our proven strategic planning methods leverage input from key decision makers within the organization, interviews with individual contributors and discussions with key stakeholders to develop the strategic plan and align organizational objectives for maximum business results. In addition, we will align the strategy with industry standards and best practices to ensure your success.

Capital Raising

Fiscal Partners is often called upon to clarify the risk and return attributes of loans and investments.  As a result, we have developed unique relationships with many of these lenders and financial / strategic investors and can quickly assess the opportunities and challenges in raising capital for specific situations.

 

We provide our clients with a complete suite of services to assist with their capital raising efforts, including:

 

  • Analyzing capital needs

  • Advising on the current institutional investment parameters

  • Designing securities

  • Assisting in the preparation of confidential private placement memoranda

  • Managing the information distribution process and evaluating financing proposals

  • Identifying financing sources

  • Negotiating financial terms, conditions and covenants with financing sources

  • Reviewing all financing documents and assisting in the closing of a transaction

Please reload

M&A

Mergers, acquisition and divestiture services provided by Fiscal Partners include the following:

 

  • Developing acquisition, merger and divestiture strategies

  • Identifying potential buyers or acquisition targets

  • Developing forecasts and value indications

  • Preparing information memoranda and due diligence rooms

  • Managing and performing due diligence

  • Structuring and negotiating of transaction

  • Identifying and securing sources of financing

  • Coordinating legal, tax, accounting and other transaction-related activities

  • Merger integration

Restructuring

The value of a company’s assets can drop rapidly if not managed properly during an insolvency proceeding or if these assets are held by a highly leveraged company. Fiscal Partners has built a strong reputation in the market by helping various constituents maximize their recoveries during these difficult times or by bringing in turnaround management and performance improvement operating capabilities to help clients protect and enhance enterprise value.

 

By bringing Fiscal Partners into a restructuring situation, a client will immediately benefit from our expertise and experience, which include:

 

  • Realistic view on asset values

  • Strong understanding of how to preserve asset values

  • Broad knowledge of various insolvency regimes

  • Hands-on experience to oversee the management of distressed companies

  • Extensive industry relationships which will be required to retain existing agreements critical to the company’s future

  • Unique insight into the market to find the best and most rewarding exit for our clients

 

As part of our restructuring practice, companies and investors turn to us when conventional approaches are not enough to activate change and achieve results. We provide a full range of services including:

 

  • Financial restructuring

  • Operational restructuring

  • Performance improvement

  • Asset administration

  • Asset sale or acquisition

Please reload