Advisory

Williams Capital offers a range of advisory services to an ever-expanding client list of public and private companies and institutional investors.  The firm’s analytical expertise, market knowledge and breadth of experience, gained by serving clients across the spectrum of industries for nearly 25 years, has enabled the firm to grow through multiple market and economic cycles and has given our advisory team a broad multi-disciplined perspective.

Williams Capital’s advisory services include:

  • Business valuations – valuation analysis for purposes of estate planning, asset sale or transfer, tax planning, bankruptcy, and equity or debt capital financings
  • Fairness opinions – opinions in connection with acquisitions or dispositions, transactions where a competitive bid process is not feasible or where it is desirable to have third-party review of transaction terms and conditions
  • Due diligence assistance – coordination and execution of due diligence or review and evaluation of a completed due diligence process
  • Financial modeling – development of earnings and cash flow projection models as well as review and evaluation of existing models, framework and underlying assumptions

We bring deep technical knowledge of valuation methodologies and processes, provide the utmost in confidentially, and deliver a platform free of business conflicts.  Our ability to understand the sacrifices that our clients make as they grow and develop their business ideas underscores the commitment we have to deliver innovative cost-effective solutions.  Each advisory mandate we undertake is executed by senior bankers with extensive industry experience from major financial institutions, and a longstanding track record of successful execution on behalf of the clients of Williams Capital.