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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 accounting
  • 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