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