Case Studies

Multi-channel Expansion Advisory
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Distressed Debt Analytics
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Institutional Advisory Services

We advise private equity funds, hedge funds and lenders on strategic transactions primarily involving retail and consumer products companies. For example, we have provided general advisory services regarding retailer investments for a $2 billion hedge fund based in NY; advised a major NY hedge fund on a short-selling strategy regarding a bond issuance; advised a major commercial bank in syndicating a tranche B loan secured by a retailers intellectual property and advised a private equity fund on strategies concerning a retailer acquisition. Our unique blend of financial and transactional sophistication and operating experience makes us the perfect partner for institutions looking to dive deeply into an investment opportunity.