Trusted advisor through a transaction.Valuation expertise to settle a dispute.
For more than four decades, our principals have advised boards, special committees, and the nation's leading law firms on mergers, fairness opinions, and independent valuation, with testimony accepted from the boardroom to the Delaware Court of Chancery.
Independent counsel for consequential decisions.
Three practices, one standard: analysis rigorous enough to guide a board and defensible enough to withstand cross-examination.
Mergers, Acquisitions & Fairness Opinions
Independent advisory across the full deal lifecycle, and fairness opinions for boards and special committees weighing their most consequential transactions.
Learn more →Independent Valuation & Expert Testimony
Defensible valuations and damages analyses, presented and accepted in the Delaware Court of Chancery, federal and state courts, and the U.S. Tax Court.
Learn more →Financial & Strategic Consulting
Strategic planning and value-creation counsel for companies of every stage, from founder-owned and private-equity-backed businesses to global multinationals.
Learn more →The nation's leading law firms.
Our opinions and testimony have supported counsel and their clients in the most demanding forums in the country, on behalf of plaintiffs, defendants, and the court itself.
A boutique built on senior judgment.
For over forty-five years, our principals have been recognized as investment bankers and expert witnesses, delivering clear, defensible, analytically rigorous counsel trusted by corporations, courts, regulators, and leading law firms across the United States and around the world.
Meet the teamThey are transparent about risks, measured in their recommendations, and focused on long-term outcomes rather than quick wins. Their true value lies not just in knowledge, but in judgment.