Advising Your Family Business

The source of wealth for most wealthy families is the family business. As that business grows, or as circumstances change, a variety of advisory services may be needed. Through its banking partners, HA&W Wealth offers a range of services that includes:

• Mergers & Acquisitions - Sale of the business to a strategic acquirer; recapitalization through a private equity sponsor; corporate divestitures; cross-border transactions; public to private transactions; strategic acquisition advisory
• Corporate Finance - Growth capital/strategic finance/private placements of debt or equity; fairness opinions and securities valuation; strategic advisory services
• Restructuring Services - Sale or refinancing of distressed companies; asset sales; reorganizations
• Valuation Services - Fairness and solvency opinions; financial reporting; intangible asset valuation