Mergers, acquisitions, debt, private equity, venture capital and other corporate transactions have different outcomes. It is critical to invest the time and effort to fully understand the Company and the CEOs specific needs and circumstances so that all of the potential strategic and financial alternatives can be evaluated and a clear game plan developed.  You must stage and prepare the company to maximize shareholder value.  Given the growing complexities of business today, including global footprint, changing business models, more complicated constituency networks, risk management, digital technology forces, evolving competitors and other societal shifts, any company in good times is still facing a pretty daunting array of potential challenges.  A skill in communication is becoming more important in the transparent, multi-constituent world we now live.

Levy Advisors provides corporate financial consulting.  Our specialties are assisting companies in mergers and acquisitions, strategic business planning, organization structure and corporate governance. A key focus area includes getting the company ready to maximize results in a sale or capital raise.

We work with CEOs, Boards, Private Equity and VC firms to facilitate:

Investment Banking Transactions

Mergers & Acquisitions

Operations Management

Private Equity Transactions

Tax and Audit Relationships

Venture Capital Transactions