Corporate Services & Special Situations

Typical Clients:

  •  Diversified privately-held organizations
  •  Public companies
  •  Family offices
  •  Foreign based Multi-Nationals

First Chicago Advisors Services:

  •  Outsourced corporate development 
  •  Strategic acquisitions and divestitures
  •  Shareholder value analysis for diverse transactions
  •  Direct investment evaluation for family offices

Other Considerations:

  •  Fees structured to ensure conflict-free advice

Transactions & Capital Formations

Typical Clients:

  • Privately owned businesses 
  • Mid-Cap public companies
  • Larger full service investment banks
     

First Chicago Advisors Services:

  •   Liquidity events (full or partial sales, recapitalizations) 
  •   Targeted acquisition processes
  •   Capital formation (mezzanine, equity)
  •   Shareholder value analysis and strategic advisory

Other Considerations:

  • Partner with personal tax, trust & estate and wealth management teams to deliver integrated evaluation, planning and execution