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Strategic Advisory

In addition to our core advisory services in mergers and acquisitions and capital raising transactions, Marriott & Co. offers a wide array of other strategic advisory services to closely-held private companies.  These services are completely customizable to suit any situation, and we are able to meet stringent timing deadlines in order to achieve our clients’ objectives.  Like all assignments that we undertake, clients that engage us to provide strategic advisory services receive senior-level attention and “high-touch” client service as we strive to exceed expectations in every way.

Strategic alternatives analysis

Our experience in a wide variety of mergers and acquisitions and capital raising transactions for middle market companies provides us with a unique perspective in assessing a company’s strategic alternatives.  Leveraging our market knowledge, we conduct a thorough and objective examination of all potential alternatives for our clients based on the company’s financial profile, operations, industry dynamics, growth prospects and owner’s objectives.  Upon completion, we deliver to our clients a complete menu of alternatives from which to choose, including how to best position the company for success under the various alternatives.  This value-added perspective is especially beneficial to companies who may be considering a transaction in the future, but want to make sure they have a firm understanding of exactly what to expect before engaging an advisor to go through a process.

Valuations and fairness opinions

Marriott & Co. professionals have deep experience in independently valuing closely-held private companies in a wide variety of industries, and we frequently perform such valuations in a variety of situations, including shareholder buyouts, stock option grants or for general shareholder informational purposes.  Our team also has experience in delivering fairness opinions in conjunction with M&A or other private capital transactions.  Every valuation assignment that we undertake leverages our market knowledge and expertise in the private capital markets and is based on a range of widely accepted valuation methodologies.

Financial restructuring services

For companies experiencing financial distress, Marriott & Co. provides a number of customized restructuring advisory services.  Our team brings many years of experience in advising companies as they navigate through distressed situations, including recapitalizations, stakeholder negotiations and reorganizations.  Our clients benefit from having independent, objective advice from experienced senior professionals, and we are skilled at developing creative solutions for the most complex restructuring situations.  Our services often entail procuring alternative financing, as well as negotiating with existing financing sources in these situations to ensure that our client’s goals are completely met.

It was a pleasure working with the Marriott & Co. team. They were responsive and performed a very thorough analysis in a relatively tight timeline. I look forward to the continued success of NDSE and potential opportunities to work together with Marriott & Co. in the future.

Frank Ernesto IV, Founder and CEO of Network Data Security Experts, Inc.