Strategic Advisory Services

Know Your Options

As an exclusive or non-exclusive advisor, CEA seeks to serve public or privately-held companies, including profitable family-owned and operated companies and
family offices.

CEA provides strategic advisory services for companies across most stages, regardless of whether or not a transaction is pending.

Strategic advisory services can involve

  • Appraisals and valuations
  • Exploring new or modified business models
  • Evaluating competitive landscapes
  • Evaluating constraints
  • Repurposing or divesting underutilized assets
  • Evaluating the optimal value of all assets
  • Evaluating processes and talent
  • Opportunities for international joint ventures
  • Exploring and planning short-term and long-term M&A strategies
  • Scaling operations to meet
    performance outlooks
  • Diversifying business sectors
  • Establishing, protecting and growing
    market positioning
  • Evaluating growth strategies
  • Exploring and planning buyout scenarios: 
    family buyouts, leveraged buyouts or management buyouts
  • Exploring estate planning options*
  • Exploring tax planning scenarios*
    (*Services provided in association with the client's professional advisors)
  • Opportunities for consolidating or deconsolidating
  • Impacts of consolidating or deconsolidating
  • Opportunities for investing or divesting
  • Impacts of investing or divesting
  • Opportunities for privatization
  • Impacts of privatization
  • Opportunities for refinancing
  • Impacts of refinancing
  • Opportunities for recapitalizing shareholders
  • Impacts of recapitalizing shareholders
 

Along with any problem solving scenario you can think of…

CEA represents clients and securities transactions through CEA Atlantic Advisors, LLC, a FINRA regulated entity and a member of SIPC.

KNOW YOUR OPTIONS – To learn more about how CEA can serve your company in exploring strategic opportunities, please contact any member of our team.