Our institutional-grade dealmaking and independent research & analysis focus on transformative strategies to meet our related entities' and a limited number of clients’ priorities, including empower businesses to achieve growth objectives, align capital with business strategy, drive shareholder value and monetize it.

Strategic advice

In addition to helping execute transactions, we advise on strategic and financial challenges, helping to identify, devise, and pursue strategies to serve stakeholders, accomplish their goals, and maximize shareholder value.

Strategic Recapitalization

Strategic Recapitalization may be a viable alternative to selling a business. A well-structured and properly executed, company can align the company's capital structure with the long-term business strategy and owner priorities, including liquidity, tax planning, asset protection, estate planning, growth, and succession. 

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Mergers & Acquisitions

We support shareholders, boards, and management teams with knowledge, experience, data, and resources to execute management buyouts, divestments, and acquisitions, helping monetize the equity values and reshape companies to compete better in changing environments, operate more profitably, and become financially stronger.

Sale-Leaseback

We offer access to solutions for property sale-leaseback and structured financing for middle-market owner-occupiers of corporate real estate, offering access to 100% of their property value while maintaining long-term operational control. 

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Our Strategy Team

Armen Grigorian

Managing Partner, Strategic Advisory and Mergers & Acquisition

Curtis Hollowell

Managing Partner, Strategic Advisory and Mergers & Acquisition

Paul Valencia

Managing Partner, Strategic Advisory and Mergers & Acquisition

Andrej Veskovic

Senior Associate, Strategic Advisory and Mergers & Acquisition

Team of Analysts, Researchers, and Transactional Professionals

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350+

Transactions since 1994

$4.2B

Value of transactions
Grand-Fortunes-2

25+

Investment Banking and Transactional Professionals

SELECT REPRESENTATIVE M&A TRANSACTIONS

SELECT REPRESENTATIVE RECAPITALIZATION TRANSACTIONS

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