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Middle Market Private Companies

SRR provides financial advisory services for middle market companies in planning for succession, assessing and executing strategic and liquidity options, navigating complex scenarios, addressing commercial disputes, or complying with regulatory requirements. Typical engagements include:

  • Sale advisory and succession planning
  • Capital raises for acquisitions, recapitalizations, and restructurings (senior debt, subordinated debt, equity)
  • Employee stock ownership plan (ESOP) planning, formation, compliance, and exit
  • Transaction advisory services for distressed companies 
  • Growth strategy assessments and evaluations of liquidity alternatives
  • Buy-sell agreement consulting
  • Valuations supporting C to S corporation conversions
  • Real estate and fixed asset appraisals
  • Fairness and solvency opinions
  • Litigation advisory related to shareholder or commercial disputes 
  • Valuations for financial and tax reporting purposes