Financial Advisory Services offer many of the
same services provided by Merchant Bank Services yet on a specific,
nearer term consulting basis.
Financial advisory engagements can dramatically
assist emerging or underperforming firms in developing capital
strategies. Once multiple viable strategies are mutually identified
and determined with the client, our firm can assist in the strategy
development and implementation steps:
- Develop client strategic options (new capital, merger,
acquisition, recapitalization, debt restructuring or the
sale/divestiture of a business or business segment),
- Assess the viability and probable outcomes of potential corporate
transactions,
- Develop targeted capital markets access for clients to those
sources of private and institutional capital (banks, asset-based
lenders, specialty finance lenders, subordinated debt lenders,
equity funds, buyout funds and venture capital funds) that best fit
the long term client objectives,
- Develop an “auction market” for the transaction with identified
sources to assure the best financial outcome for the client.
Particular attention is placed on obtaining capital from those
sources which best represent "patient" capital and/or bring the best
partnership to the transaction. Oak Capital Group assists Clients in
assessing the "deal" motivations and market tendencies of all
prospective capital sources,
- Develop and manage the due-diligence process and/or action plan
associated with corporate transactions, and
- Assist in the assessment, negotiation and closing terms for the
optimum financial outcome of each transaction.
Oak Capital Group can provide specific services to achieve the
best financial outcomes that include:
Financial Advisory Services
- Strategic Growth/Capital Review
- Strategic Capital Review/Planning
- Private Placement Advisors
- Merger and Acquisition Advisors
- Debt Refinancing
- Debt Restructuring (Specific creditors)
- Financial Restructuring (All creditors)
- Divestiture Advisory
- Refinancing and Capital Acquisition
- Investor Due-diligence
- Lender Due-diligence
- Viability/Solvency Analysis
- Field Audits
Restructuring Services
- Business Reorganization
- Trade Creditor Composition Plans
- Turnaround Financing
- Corporate Financial Consultant
- Retail Management Consultant
- Distribution Management Consultant
- Manufacturing Management Consultant
- Supply Chain Consultant
- Turnaround Management
- Turnaround Investor
- Bridge Services (Secured Party Sales)
- Going-concern sales
- Going-concern and liquidation-value modeling
Bankruptcy Advisory Services
- Chapter 11 Bankruptcy Reorganization
- Chapter 11 Reorganization Advisors
- Bridge Services (363 Sales)
- Liquidation Mitigation
- Liquidations and Wind-downs
- Lease Mitigation
- Lease Terminations
- Litigation Support
- Insolvency and Bankruptcy Support Services
- State Receiverships, Responsible Party Appointments and Estate
Trustee Roles
- Expert Witness Testimony
- Forensic Accounting and Fraud Analysis
Industries Served
Retail
- Jewelry
- Apparel
- Electronics
- Footwear
- Sporting Goods
- General Consumer Products
- Consumer Product Distributors
- Consumer Product Manufacturers
Business Services
- Business Software
- Construction
- Environmental
- Financial Services
- Graphics
- Internet Services
- Jewelry Inventory Systems
- Retail Management Software
- Supply Chain Management
- Transportation
- Wholesale Lenders
Energy
- Alternative Energy
- LFG to Energy Projects
- Performance Contracting
- Local Distribution Companies (LDC’s)
- Project Finance
Manufacturing
- Consumer Products
- Commodity Products
- Building Products
- Industrial Equipment
- Capital Goods
- Specialty Goods
- Jewelry
- Apparel
- Electronics’
- Footwear
- Sporting Goods
Distribution
- Consumer Products
- Commodity Products
- Building Products
- Industrial Equipment
- Capital Goods
- Specialty Goods
- Jewelry
- Apparel
- Electronics
- Footwear
- Sporting Goods
Non-Profit
- Non-Profit Corporations (501(3)c)
- Non-Governmental Organizations
- Quasi Governmental Agencies
- Charter Schools