As a thought leader in middle market financial advisory, Candlewood Partners is well positioned to guide clients through a variety of strategic alternatives. Clients seeking to secure information to help direct the creation of their own strategic planning, to support their own M&A activities, and to confirm their decisions are sometimes best served by outside , independent professionals that have the experience and access to data to provide valuable insights.

Our knowledge of the markets and activity in M&A, credit, and industry, plus our ability to understand the nuances of transactions and strategic planning enable us to provide superior quality advice to clients.

Among the types of Corporate Finance Services include:

Valuations
Business valuations have become increasingly important in many financial transactions. These valuations demand intensive quantitative analytical evidence to ensure an understanding of value between a willing and knowledgeable buyer and seller. Candlewood’s analytical ability, coupled with its senior staff experience and professional objectivity, provide clients with the confidence necessary to create and support valuations.

Fairness Opinions
Candlewood has delivered Fairness Opinions as independent advisors to outside transactions in both legal and non-legal settings, as well as part of our own transactions as required by the dynamics of the deal. We leverage our considerable investment banking, restructuring, and valuation experience to assist clients in making sound business decisions and assist third parties in their assessment of fair value. We have advised Corporate Boards, transaction committees, trustees, and fiduciaries in transactions involving both public and private companies.

Joint Ventures and Alliance Formation
When owners and management teams of two (or more) separate companies are not yet prepared to sell or acquire, but would like to take advantage of their individual areas of expertise for mutual benefit, the answer is often a Joint Venture or formalized Alliance. These are generally temporary relationships but can exist for long periods of time. Candlewood Partners has experiencing forming both domestic and cross-border JV’s and Alliances. We work with the various partners in formulating the consortium, conducting the financial feasibility analysis, drafting the business components of the shareholder agreement, and determining and implementing the capital structure of the new entity.

Board Advisory
Candlewood often represents Boards of Directors for profitable companies and for businesses in special situations as they weigh strategic alternatives. Our knowledge of the M&A landscape and our ability to generate creative opportunities and solutions enable us to provide implementable advice.