Restructuring & Special Situations
Distressed M&A & Capital Solutions
When the resolution is a transaction, the usual move is to hire a banker who will spend six to eight weeks learning the business — on the company's runway and your recovery. Our difference: the team that stabilized the company runs the process. Licensed (FINRA Series 79), already fluent in the cash, the customers, and the story. \[Securities transactions executed through (sponsoring broker-dealer) — BD to confirm required disclosure language before publish\]
Who calls us
The situations
- Credit funds and lender groups directing a sale as the resolution path
- Special situations where the buyer universe must be built around a wounded story
- Companies needing rescue financing or a recapitalization before the next covenant date
What you receive
The deliverable
A run process: buyer or lender outreach, diligence defense built by people who ran the company, negotiation through close. Advisory fees per scope; success fees only through the sponsoring broker-dealer. One side per credit, never both.
Sales, recaps, financings, diligence defense
Sale processes
Going-concern and accelerated timelines; 363 and Article 9 sale support alongside counsel.
Recapitalizations
New money, structure, and the negotiation between existing holders.
Financing
Rescue and bridge processes built on the 13-week model lenders already trust.
Diligence defense
The Quality of Earnings, the model, and the data room built by people who ran the company. **Proof** CRO and investment banker on the same engagement, twice: an ~$800M university health system sale, and a 20-site dental platform in forbearance. $300M capital raise for a confidential manufacturer. \[$1Bn+ M&A volume across 30+ engagements — confirm figure for web use\]
Common questions
Straight answers
Why does the CRO-and-banker combination matter?
No handoff. The learning curve happened during stabilization; the sale narrative is built from operating truth; and buyers hear one consistent story from the first call to close.
How are fees structured?
Advisory fees per scope; success fees only through the sponsoring broker-dealer. One side per credit, never both.
Can you run a process the company survives?
That is the design constraint: process cadence set against the 13-week model, customer and vendor communication managed as carefully as buyer outreach.
Related capabilities
Where this leads
CRO & Interim CFO Leadership
FL-3 · the stabilization that precedes the process
Read more →Recovery & Options Analysis
VC-2 · the memo that chose the path
Read more →Turnaround Execution
FL-4 · when the fix, not the sale, wins
Read more →Quality of Earnings
The diligence defense behind the process
Read more →The banker who has signed a payroll
One team from cash crisis to closing — no second learning curve.