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