Financial Sponsors & Institutional Investors

SRR has a dedicated team of experts with significant experience delivering sophisticated financial advisory services to financial sponsors and other institutional investors.  Typical engagements include:

Services for Financial Sponsors

• Mergers and acquisitions
• Private capital raises for growth and acquisition financings
• Recapitalizations and restructurings (senior debt, subordinated debt, equity)
• Distressed transaction advisory
• ESOP transactions
• Evaluation of strategic and liquidity alternatives
• Fairness opinions
• Solvency and capital adequacy opinions
• Cross-fund transfers of portfolio companies
• Target company valuations
• Mark-to-market valuation reporting
• Carried interest valuations
• Post-transaction purchase price and earn-out disputes
  

Services for Portfolio Companies

• Purchase price allocations
• Goodwill and long-lived asset impairment testing
• Valuation of stock options and restricted stock grants
• Valuation of financial assets and liabilities
• ESOP valuations
• Real estate and machinery & equipment appraisals 
• Litigation advisory related to shareholder or commercial disputes 
• Tax planning and restructuring involving fair value estimates
• Property tax appeal related real property appraisal