Senior Expertise
Work directly with experienced professionals who have led businesses, financial institutions, transactions and complex advisory engagements.
Senior expertise. Specialized resources.
Complex Challenges.
The Right Resources.
Holmes Advisory is a business and financial advisory platform that brings senior expertise and specialized resources together to help businesses, investors, financial institutions and professional advisors navigate complex challenges. Capital insight and access support the work when the situation calls for it.
The Holmes Difference
Business challenges rarely fit neatly into a single discipline.
Growth, transactions, operational issues, financial pressure and capital needs often overlap.
Holmes Advisory starts with your challenge, then assembles the senior expertise, specialized resources and relationships the situation requires.
Specialized Resources
Access multidisciplinary capabilities and a broader network of specialists assembled around the needs of each engagement.
Shared Success
Work with a partner focused on outcomes, with flexible engagement models that can align our interests with yours.
Experience Matters
$14B+
in M&A and capital transactions
Multibillion-dollar
Chapter 11 cases and $1.1B in criticized bank assets reduced to $286M
Billions
in disputed claims valued and resolved
$6.5B
agented syndication portfolio
Experience of Holmes professionals, including at prior firms.
What We Do
Business and financial advisory built around your challenge.
Holmes Advisory connects four practice areas to support transactions, financial restructuring, claims and disputes, and business performance.
Explore What We Do01
Transaction & Capital Advisory
Buy-side and sell-side mergers and acquisitions (M&A) advisory, due diligence, deal structuring and execution. Capital-raising support and relationships with banks, private credit and other capital providers are available when the transaction calls for them. We also advise on standalone debt financing, refinancing and recapitalizations.
Explore this practice02
Restructuring & Special Situations
Support for companies, lenders, boards and counsel facing financial pressure, from covenant stress and forbearance negotiations through out-of-court workouts and Chapter 11. Representative engagements include financial advisory to distressed borrowers and creditors, out-of-court workouts and recapitalizations, fiduciary roles, and claims reconciliation and asset realization. Our team has sat on all sides of the table: as bankers, as advisors to debtors and creditors, and as fiduciaries.
Explore this practice03
Claims, Disputes & Forensic Advisory
Financial analysis, forensic investigation, damages analysis, and consulting and testifying expert services for commercial, banking and lending disputes as well as insurance claims.
Explore this practice04
Strategic & Operational Advisory
Strategy, performance improvement and value creation, including fractional and interim chief financial officer (CFO) support, finance function and financial planning and analysis (FP&A) improvements, automation and artificial intelligence (AI) enablement. We also advise banks on strategy and operations.
Explore this practiceCapital Insight & Access
Capital insight when the situation calls for it.
When financing is part of the solution, Holmes Advisory helps clients assess capital structure, lender expectations, financing alternatives and potential capital providers.
We can turn to our broader network, including our affiliate Holmes Financial, for market knowledge and introductions to lenders, sponsors and investors when relevant to the engagement.
For example, Holmes Advisory recently facilitated a $20 million real estate bridge loan on behalf of a terminalling business.
How do we assess a financing need?
We help evaluate the purpose of the financing, the existing capital structure and the company’s ability to support different alternatives. The goal is to clarify what the business needs and what a potential capital provider will need to understand.
Experience with lending and credit decisions
Our team includes professionals who have led lending organizations, underwritten credit, arranged syndicated financing and managed troubled loans. That experience informs how we assess a financing request, prepare for discussions and help clients evaluate proposed terms.
Which capital providers can Holmes help clients engage?
Depending on the assignment, Holmes Advisory helps clients identify and engage potential capital providers, including commercial banks, private credit and specialty finance firms. Support can include preparing financial information, evaluating structures and coordinating the financing process. For example, Holmes Advisory recently facilitated a $20 million real estate bridge loan on behalf of a terminalling business.
When can capital advisory help?
Capital advisory can support acquisitions, recapitalizations, growth, working capital needs and restructurings. It can also help a company assess whether its current financing arrangements still fit its needs and which alternatives may be appropriate.
Is Holmes Advisory a lender?
No. Holmes Advisory does not make loans. We provide capital insight and access, helping clients evaluate financing needs and engage lenders and other capital providers, including through our affiliation with Holmes Financial.
About the Holmes Financial affiliation
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.
Who We Serve
Senior advisory support for consequential decisions.
We work with independent sponsors and private equity firms, financial institutions, counsel and professional advisors, and businesses and management teams.
See Who We Serve
Independent Sponsors & Private Equity
M&A advisory, due diligence, financing support and post-close value creation for independent sponsors and private equity firms. Extend your investment team with the expertise each deal requires.
Financial Institutions
Advisory support for banks and other financial institutions on credit, distressed assets, syndications, strategy and operations.
Counsel & Professional Advisors
Financial analysis, forensic investigation, expert testimony and specialized advisory support for law firms, in-house counsel, accounting firms and other advisors. We work alongside your team with respect for your client relationship.
Businesses & Management Teams
Strategic, financial and operational support for owners and management teams pursuing growth, preparing for a transaction or addressing financial pressure.
How Holmes Works
Senior people.
Specialized resources.
Shared success.
Where appropriate, flexible engagement structures can also help align Holmes' success with the value we help create.
Direct senior involvement
Clients work directly with the senior professionals doing the work. We begin with your objectives, agree on the scope and assemble the team around the assignment.
Resources around the work
Our team combines expertise across disciplines and draws on a broader network of specialists when the work requires it.
From analysis to action
We help evaluate alternatives, set priorities and carry the work forward.
The people behind the work
The people advising you are the people doing the work.
George HansenCo-Founder & Managing Partner
Hank HolmesCo-Founder & Senior Advisor
Our Team
Experience at the table.
Our clients work directly with senior professionals whose experience spans operating companies, financial institutions, transactions, claims and disputes, restructuring and other complex advisory situations.
That depth of experience helps Holmes move quickly from understanding the challenge to identifying the right path forward and assembling the resources needed to execute it.
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.