Strategic Advisory

Our investment bankers are trusted corporate advisors to executives and directors of public companies and owners of private companies on a wide range of corporate financial matters.  

Caris & Company’s investment bankers have the broad as well as in-depth expertise necessary to see the big picture and properly assess the financial feasibility of a variety of strategic alternatives available to public and private companies including: 

• Business sales, mergers, and acquisitions
• Spin-offs, split-offs and divestitures
• Employee stock ownership plans (ESOPs)
• Leveraged and management buyouts
• Shareholder buy-outs and buy-ins
• Private equity financings and recapitalizations
• Initial public offerings (IPOs) 

Our approach is to focus not merely on implementing transactions correctly, but also on implementing the correct transactions tailored specifically to each client’s unique objectives and circumstances.