WOLFFSTONE
TRANSACTION ADVISORY
UNDERWRITING
DUE DILIGENCE
DEAL MAINTENANCE
POST-INVESTMENT OVERSIGHT
RECOVERY
MONETIZATION
DEAL FLOW MANAGEMENT FOR FAMILY OFFICES, SMALL BANKS & INDIVIDUAL INVESTORS
ADVISING CLIENTS ON INVESTMENT OPPORTUNITIES OUTSIDE OF THEIR CORE BUSINESSES.
PROVIDING OBJECTIVE, ONE-ON-ONE AND DETAIL ORIENTED ATTENTION TOWARDS ASSISTING OUR CLIENTS THROUGH THE FULL LIFE CYCLE OF INVESTING IN PRIVATE INVESTMENTS.
UNDERSTAND RISK IN A COST EFFECTIVE AND EFFICIENT WAY TO MAKE AND MONITOR THEIR PRIVATE INVESTMENTS IN AN INFORMED AND TRANSPARENT MANNER.
WHETHER YOU ARE LOOKING INTO A NEW OPPORTUNITY, PREPARING TO RAISE CAPITAL OR SELL AN EXISTING INVESTMENT, OR TRYING TO RECOVER FROM ONE THAT WENT SOUR, WOLFFSTONE HAS THE DEEP KNOWLEDGE AND EXPERIENCE TO HELP.
FAST. EFFECTIVE. EFFICIENT.
FINANCIAL MODELING
PITCH BOOKS & PRESENTATIONS
PE FUNDS
HEDGE FUNDS
DEBT & LOANS
EQUITY
DISTRESSED OPPORTUNITIES
DOCUMENT REVIEW
BANKRUPTCY
RESTRUCTURING
RE-FINANCING
EXIT STRATEGY
IPO's & CONVERTIBLE DEBT
PUBLIC & PRIVATE COMPANIES
STATIC POOL ANALYSIS
FINANCIAL STATEMENT ANALYSIS