Sales, Divestitures and Mergers
Acquisitions
Management Led Buyouts
Raising Capital

Fairness Opinions
Valuations
Strategic Alternatives Analysis
Intangible Asset Valuations

STRATEGIC ALTERNATIVES ANALYSIS

It is not uncommon for companies of any size to face strategic questions relating to creating or maintaining shareholder value such as: Can we go public? Can we sell? Can we create a leveraged ESOP? Can we increase dividends? Can we spin-off a business unit? Can we create partial liquidity for our shareholders?

Our professionals offer an extensive range of strategic advisory services to middle market companies seeking solutions to these questions. Our analysis is designed to provide business owners and boards with the critical analysis and data required to make informed strategic business decisions. We thoroughly analyze historical and prospective company dynamics, taking into account current market conditions, industry specific factors and shareholder objectives. We combine our real-world transaction experience with our deep-rooted valuation expertise to provide our clients with thoughtful, comprehensive, and honest advise.

Case Studies:
We provided a strategic Alternatives Assessment to a New England based Consumer Finance Company that has received an offer for one part of its business.

The owners of a Mid-Atlantic based Real Estate Services Company wanted to understand what its separately managed business units were worth and whether the sale of some or all were in the best interests of its shareholders.

The Board of a Mid-Atlantic based Insurance Holding Company requested that Curtis develop a strategic Alternatives Review in response to a novel proposal to acquire pieces of the company’s holdings.