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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. 

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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.

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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.

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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

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