Financial Advisory

Shields & Company frequently assumes an advisory role in our clients’ major financings and strategic decisions. We often interact with company management, boards of directors, and company shareholders in analyzing a company’s various alternatives for maximizing shareholder value as it relates to their corporate finance needs. As an independent third-party, Shields & Company is uniquely positioned to provide an unbiased and thoughtful analysis of a company’s strategic alternatives.

We offer the following corporate finance services to support these client needs:

  • Analysis of corporate capital structure and negotiation of bank and other institutional borrowings
  • Corporate governance
  • Evaluation of strategic alternatives
  • Evaluation of tax-free spin-offs
  • Going private transactions
  • Repurchase of a company’s common stock