Investment Banking Services — Los Angeles

CFA principals provide advisory services to assist executives and company stakeholders plan:

• The sale of their private company equity interests
• The raising of debt or private equity capital
• The acquisition or divestiture of business operations

We help firms with expansion plans to formulate growth and acquisition strategies as well as those wanting re-organizational financing and operational financing. Most often we provide guidance when it is time to sell all or part of a company. Services are driven exclusively by clients' needs and objectives. All engagements are managed locally by a senior CFA principal who is integrally involved in all phases of the assignment.

Investment Banking Capabilities

We have the ability and resources to execute certain types of assignments. We offer a distinct form of independent, professional expertise with proven results in the following areas:

• Developing alternatives and recommending appropriate courses of action for owners to take in a wide range of strategies such as the following:

  Exit Strategy	Consolidation Strategy
  Diversification Strategy	Buy-Out Strategy
  Divestiture Strategy	Liquidity Strategy
  Acquisition Strategy	Refinance Strategy

• Advising clients in the development and formulation of merger and divestiture strategies
• Enhancement strategies to increase the value of the company prior to sale
• Assessing the company's strengths and weaknesses
• Planning and executing strategy for marketing the company
• Establishing business valuation criteria and ranges
• Identifying, screening and initiating discussions with potential buyers or equity/ joint venture partners
• Executing specialized investment banking transactions
• Structuring transactions
• Arranging acquisition financing for buyers, consisting of all types of debt and equity

Additional capabilities and areas of technical expertise are distributed across the CFA industry practice groups and individuals within the organization.