Four disciplines. One senior operator.
For the moments when they arrive at once. Restructuring, governance, capital markets and compliance, from someone who has run a public company and sat on its board.
The situations we are called into.
Liquidity is tightening and the board wants a plan by the next meeting.
A 13-week cash view the board can rely on, a short list of levers with dates, and the lenders called before they call you.
You need an independent director who can read a covenant package.
Board service from someone who has been the chief executive the board was worried about, and who knows what the audit committee will be asked next.
The capital structure no longer fits the business.
A refinancing, a raise or a sale process, with bankers chosen for the situation rather than the relationship.
A regulator asked a question and the answer is not clean.
An inquiry response, a remediation program with owners and dates, and disclosure that holds up to the second question.
When a public company hits a difficult stretch, the problems arrive together. The lenders want a plan, the board wants a director who can read it, the capital structure no longer fits, and a regulator has a question.
Most advisors can address one of those. Here, all four are held by one person who has been in the operating seat, in the boardroom, and across the table from the bankers and the regulators. Not a consultant who studied these situations. An executive who lived them.
The record, from public filings10+
years in public markets
Judgment
3
public-company chief executive seats
Pressure
10
public companies served, as executive or director
Fluency
7
industries
Range
1
point of contact
Accountability
Four practices. One point of contact.
Each is a discipline in its own right. The value is in holding them together when a company needs all four.
Turnaround and special situations
Operational restructuring, liquidity, interim leadership, creditor negotiation.
Board and governance advisory
Independent director service, board effectiveness, committee support, oversight in crisis.
Capital markets and financing
Raises, refinancing, banker selection, going-public readiness, investor relations, transaction support.
Compliance and regulatory
Reporting readiness, internal controls, remediation programs, inquiry response, disclosure infrastructure.
Industries served
Biospecimens and diagnostics. Cell therapy and biotechnology. Pharmaceuticals. Medical devices. Regulated cannabis. Advanced air mobility. Real estate and hospitality.
If this is your situation, the next step is a conversation.
Confidential, and with the person who would do the work. Expect a reply within one business day.