Financial Advisory

Complexity defines the business environment. Understanding this reality, AEG confronts complex financial matters with expertise, skill, and speed. We focus on developing straightforward, clear solutions that lead to exceptional outcomes.

Business Plan Assessment

A business plan and the progress against it is the essential report card by which stakeholders judge a business and the quality of its management team.  While the plan should be sufficiently optimistic to push a Company to meaningfully improve performance, it should not be so optimistic and difficult to achieve that it generates stakeholder frustration, management disenchantment and workforce de-motivation. At the same time, business plans need to incorporate actions to address the uncertain economic environment as well as the ever changing technological landscape.

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Liquidity Management

AEG understands that liquidity is the lifeblood of a business, so it must be managed wisely.  This is especially true in every business environment, whether stressed or normal course. We recognize a myriad of factors come into play in managing liquidity in order to maintain the careful balance of customers, vendors, operational efficiency and financial costs.

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Refinancing

As a company considers its credit needs, it should gauge the value of experience. AEG brings a wealth of relationships and a depth of understanding to refinancing engagements.

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Integration Planning

Planning and implementation are both key to successful integration.  AEG has the expertise to assure the company captures the desired benefits from the integration.

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Due Diligence

At critical decision points for a business – a purchase, sale, follow-on investment or new loan – the due diligence process must uncover salient issues and identify underlying risks.  Having worked with numerous companies in a variety of industries, AEG brings exceptional insight and perspective to this vital role.

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Transaction Support

During a sale process, any number of obstacles will arise.  AEG often plays the pivotal role between the company and the many outside constituents to maintain discipline, help the company navigate the transaction smoothly, and allow management to keep its focus on the business.

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