Corporate Services & Special Situations

Typical Clients:

  •  Privately-held organizations

  • Family offices

  •  Public companies

  •  Foreign based Multi-Nationals

First Chicago Advisors Services:

  •  Outsourced corporate development 

  • Shareholder value analysis for diverse transactions

  •  Strategic acquisitions and divestitures

  • 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