M&A Advice

Strategic Option Review

It is common for our clients to engage an independent expert to provide advice relating to the identification and assessment of strategic and financial alternatives. This advice can be sought for a variety of reasons:

  • Providing companies with independent analysis and recommendations before committing to a particular transaction or strategy
  • Succession planning initiatives for private companies
  • Responding to third-party approaches to merge, acquire or provide financing (whether friendly or hostile)
  • Supporting Boards by providing analysis and advice to assist them in managing strategy, assess transactions and complex business situations

As an independent firm with strong credentials in M&A, corporate finance and corporate valuation, Crosbie is well suited for these types of roles.

Our transactional activity and strong knowledge of financial markets helps us quickly assess different alternatives by providing insights on feasibility, structure, value implications and potential implementation issues.

The types of clients we act for in these situations vary considerably and include private and public corporations, Boards of Directors or committees of Boards, company management, family-owned businesses, minority shareholders and controlling shareholders.