Independent Advice. Superior Execution.
Strategic Advisory - Cobaltum Partners

Strategic Advisory

As middle market companies grow and evolve, they are forced to continually review and reassess where they are going and how they plan to get there. This requires making strategic and financial decisions that may lead to fundamental transformations. We help our clients take a step back in order to analyze their particular situations with clarity, devise appropriate sets of alternatives and, ultimately, contribute in their execution. As experienced advisors, we can provide an independent perspective in making these paramount decisions regarding overall strategy, capital structure, organization and corporate transactions.

An important part of our strategic advisory work involves evaluating capitalization alternatives and analyzing a company’s ability to meet both its growth requirements and the liquidity needs of its shareholders. We examine a wide range of transaction strategies, including acquisitions, divestitures, recapitalizations and, potentially, the sale of the company and measure how each strategy impacts shareholder objectives as it relates to risk, liquidity, asset diversification, succession issues, estate planning and value maximization. We like to go back to the drawing board with our clients to help them devise the strategic vision that will lead to important tactical decisions to help strengthen their competitive position, risk profile and capital structure.