
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