Marcum LLP
Valuation & Litigation Support

Corporate Transactions

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Marcum Advisory understands the turbulent environment in which various forms of corporate revitalization take place.

Throughout this process, we work with management, counsel, and stakeholders to develop and implement restructuring plans that can reinvigorate a company's growth and profits and reestablish credibility with employees, suppliers, and the financial community.

To support this, Marcum Advisory provides a full range of services including strategic planning, financial advisory, interim management, lender and creditor negotiation, and exit strategies. Marcum Advisory works with companies in matters both with and without court protection to achieve a satisfactory and expeditious outcome. Our role can be either as interim management or as an independent restructuring advisor to existing management, a secured creditor, or the Board of Directors.

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Related Services:      Corporate Transactions  |   Disputes & Litigation  |   ESOP Valuation Services   |  Financial Reporting  |  Industry-Focused Practice Areas  |  Tax

Mergers and Acquisitions

In today's environment of a heightened regulatory and investor focus on corporate governance, companies' boards of directors, trustees, and other fiduciaries are increasingly seeking fairness opinions in carrying out their responsibilities.

Our services cover all facets of the transactions, including:

  • Development of sophisticated business models and projections.
  • Advice on deal structure alternatives.
  • Pro-forma and post-transaction purchase price allocation.
  • Fairness opinions.

We provide fairness opinions in situations such as:/h4>

  • ESOP transactions.
  • Related party transactions.
  • Synthetic ownership structures in "blocker" entities.

Bankruptcy and Distressed Situations

Marcum has advised distressed companies and bankruptcy trustees on a wide range of issues throughout a bankruptcy process.

Our areas of focus include the following:

  • Collateral valuation.
  • Solvency opinions.
  • Determination of reasonably equivalent value.
  • Analysis of transactions on the subject of fraudulent conveyances and preferential transfers.

Why Choose Marcum?

Our financial restructuring professionals maintain ongoing relationships with a number of banks and other financial concerns to assist clients with debt and equity needs. Our debt placement services may include replacing or consolidating senior debt and procuring new or expanded lines of credit for working capital and capital expansion projects.

Where appropriate, we can locate equity partners to recapitalize a business, qualified merger partners to merge operations, or qualified purchasers to acquire the business at optimum returns for stakeholders.

Financing Assistance: Debt and Equity

For example, turnarounds, a typical form of restructuring, all need, require all or some of the following elements:

  • Assess of the existing financial and operating environment of a company.
  • Review a company's financial projection to evaluate viability of operations.
  • Identify causes and sources of financial, market, or operating distress.
  • Proactive cash flow management.
  • Identify alternative debt and equity financing options and assist in negotiations.
  • Negotiate settlement of contentious issues.
  • Arrange for new or renegotiated financing.
  • Address Officer and Director issues and retention programs.
  • Wind-down assistance.
  • Assessing feasibility of business plans.
  • Identify cost reduction opportunities.
  • Develop a restructuring plan.
  • Replace existing management by interim executives.
  • Manage employee and supplier communications and expectations.
  • Identify capital market alternatives.
  • Identify revenue enhancement opportunities.
  • Sell non-core or under-performing assets.

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Newsletter

Valuation Advisor

Monthly update on topics relating to business valuation and litigation support.

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Contacts

Select the region to view contacts.

Kenneth J. Pia, Jr, Partner-in-Charge, Business Valuation Services, Valuation & Litigation Support
Practice Leader
Partner-in-Charge
Business Valuation Services
Valuation & Litigation Support
New Haven, CT
CT

Anthony  Banks, Director, Advisory
Director
Advisory
Fort Lauderdale, FL
FL

Nancy  Fannon, Partner-in-Charge, Litigation Support Services, Valuation & Litigation Support
Partner-in-Charge
Litigation Support Services
Valuation & Litigation Support
Portland, ME
ME

Cecelia  Garber, Partner, Advisory
Partner
Advisory
Fort Lauderdale, FL
FL

Carla  Glass, Managing Director, Valuation & Litigation Support
Managing Director
Valuation & Litigation Support
New Haven, CT
CT

David  Glusman, Partner, Advisory
Partner
Advisory
Philadelphia, PA
PA

 
Mark  Harrison, Valuation & Litigation Services Leader, Valuation & Litigation Support
Valuation & Litigation Services Leader
Valuation & Litigation Support
New Haven, CT
CT

Ilan  Hirschfeld, Partner-in-Charge, Advisory - New Jersey, Advisory
Partner-in-Charge
Advisory - New Jersey
Advisory
Neptune, NJ
NJ

Vladimir  Korobov, Partner, Valuation & Litigation Support
Partner
Valuation & Litigation Support
New Haven, CT
CT

Arlen  Lasinsky, Director, Advisory
Director
Advisory
Deerfield, IL
IL

Daniel  Roche, Partner, Advisory
Partner
Advisory
New York, NY
NY

Bradford  Taylor, Director, Advisory
Director
Advisory
Boston, MA
MA

 
Edward  Waddington, Partner, Advisory
Partner
Advisory
Philadelphia, PA
PA

 
 
 
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