Understand the situation
We begin with your objectives, the decisions ahead and the information available. We work with you to identify the questions that matter and where further analysis will help.
About Holmes Advisory
A business and financial advisory firm built around your challenge.
Holmes Advisory is a senior-led advisory platform that brings together our own professionals, a network of vetted specialist partners and the banking experience of our affiliate, Holmes Financial*. We help businesses, investors, financial institutions and professional advisors with transactions, financial restructuring, claims and disputes, and strategic and operational challenges. Clients work directly with experienced advisors, business leaders and banking professionals.
Our role starts with understanding what needs to happen. We then bring together the expertise, specialized resources and relationships to help you move forward.
*Note: Holmes Financial, LLC (“Holmes Financial”) holds a majority ownership interest in Holmes Financial Advisory Services, LLC ("Holmes Advisory"), but the two entities are operated independently, and each maintains separate client accounts. A client relationship with either Holmes Advisory or Holmes Financial does not imply a relationship with the other. A client of Holmes Advisory will pay advisory fees directly to Holmes Advisory pursuant to an engagement agreement; Holmes Financial will receive no referral fee or revenue share in connection with any Holmes Advisory engagement (except indirectly due to its ownership interest in Holmes Advisory). Similarly, Holmes Advisory will not participate in fees or revenue generated by Holmes Financial. Clients of either entity are under no obligation to engage the other.
Connected expertise
Four connected advisory practices
A transaction can expose an operating issue. A growth plan can create a financing need. A dispute can change a company’s financial outlook. A distressed competitor may present an opportunity to acquire assets before a bankruptcy filing. Our Transaction & Capital Advisory, Restructuring & Special Situations, Claims, Disputes & Forensic Advisory, and Strategic & Operational Advisory practices connect these perspectives.
Our clients work directly with senior professionals whose experience includes leading companies and financial institutions, advising on transactions and restructurings, and resolving financial disputes.
Explore What We DoHow we work
How does a Holmes Advisory engagement work?
Agree on the work
We assemble the appropriate team and define the scope, responsibilities, and engagement structure. When specialized expertise is required for the project, we draw on our broader professional network.
Move from analysis to action
We help you evaluate alternatives, set priorities, and carry the work forward. Senior professionals remain directly involved as circumstances evolve and decisions need to be made.
An engagement that fits
How are scope and fees agreed?
Engagements should fit the work and the client’s objectives. Where appropriate, we consider flexible fee structures that align our interests with the value we help create. Scope and fees are agreed to at the outset.
Meet the TeamLet’s talk
Bring us the challenge.
Let's talk about what you're facing, what needs to happen next and which expertise, resources and relationships can help you get there.