Capitalization and/or M&A Process

1. Discuss corporate short-term and long-term objectives
2. Determination of acquisition/divestiture strategy and/or amount of capital required to achieve short and long-term objectives
3. Outline/analyze relevant alternative financial structures respective of objectives
4. Selection of optimal structure and/or approach to satisfy corporate objectives
5. Inject capital through principal investment, or financial/strategic partners  - or - in the event of sale, solidify interested purchasers to maximize synergies, negotiate best/fair valuation, and close transaction
6. If fit with XL investment/purchase criteria, we may engage directly with our own funds ​

Financial Strategic Management & Restructuring

• Strategic business planning and analysis
• Financial analysis and forecasting
• Competitive and SWOT analysis
• Government Tax Credit financing/recommendations
• Strategic growth and new venture opportunities
• Streamlining fixed and variable cost structures
• Restructuring analysis and implementation

Growth and divestiture

• Acquisition/divestiture/spinoff analysis, planning, implementation
• Management Buyout analysis, planning, implementation
  
• Business partnership development
  
• Sale of Business