Areas of Focus
As a Firm, we do not accept routine matters or relationships. Given our chosen size and structure, our principal focus is on building deep relationships with our clients and their matters so we may provide unique creativity, value and perspective to assist them in achieving their goals.
Our firm's extensive capabilities cater to diverse situations and client requirements. We consistently harness our collective experience to offer clients optimal advice across all scenarios. With specialized teams and a strong focus on discretion and confidentiality, our expertise spans the following areas:
Mergers & Acquisitions
We have advised on well over $1.5 Trillion in transactions and have operated in the global M&A environment at a senior level for over two decades…
Shareholder Activism/Hostile Takeovers
Prior to and following the Financial Crisis, we advised and helped catalyze some of the most high profile and complex hostile takeovers and activist situations in the marketplace…
Corporate Governance, ESG and Shareholder Engagement
Mr. Woolery, who co-founded The Shareholder Director Exchange in 2014, has been one of the most prominent voices on shareholder relations over the last 15 years…
Direct Investing
Through advice and connection, our team bridges the gap in the direct investing industry where participants who were once solely limited partners of funds now act as principals directly investing in opportunities…
Bet-the-Company and Corporate Governance Dispute Litigation
Our team frequently advises on our clients’ most significant M&A litigation matters, being the liaison between the c-suite or principals and the outside litigation team…
Crisis Management and Media Relations
Rooted in our Firm’s lean design, we provide our clients a discrete platform to nimbly navigate complex and high-profile issues of all forms…
Pre-IPO Restructuring/Recapitalization
Given our Firm’s size and results-based billing model, we are able to focus on creative and actionable solutions to complex capital and governance structures in relation to pre-IPO and sale readiness efforts…