Our capabilities
What We Do
Transactions, capital, restructuring, disputes and operational advisory.
Holmes Advisory provides four connected advisory practices. Clients can engage a focused specialist or a team spanning several disciplines, depending on the transaction, financial issue or operational challenge.
Practice 01
Transaction & Capital Advisory
Holmes Advisory supports buyers, sellers and investors through mergers and acquisitions (M&A). We help evaluate opportunities, conduct due diligence, structure transactions and prepare for execution.
Capabilities include buy-side and sell-side M&A advisory, valuation and deal modeling, quality of earnings (QofE) coordination, financial and operating discovery and diagnostics, deal structuring and execution, and capital raising support. When financing is part of the assignment, we help assess alternatives and connect clients with broker-dealers, banks, private credit and other capital providers in our network.
Not every capital need involves a transaction. We also advise on standalone debt financing and refinancing, capital structure analysis and recapitalizations.
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Practice 02
Restructuring & Special Situations
Holmes Advisory supports companies, lenders, boards and counsel facing financial distress. Our work spans covenant stress, forbearance negotiations, out-of-court workouts and Chapter 11 situations.
Our team brings experience as bankers resolving troubled credits, advisors to debtors and creditors, and fiduciaries addressing legacy obligations. Representative engagements include financial advisory to distressed borrowers and creditors; out-of-court workouts and recapitalizations; independent director, independent manager and plan administrator roles; liquidating and litigation trust advisory; and claims reconciliation and asset realization.
Our work also includes claims and avoidance-action analysis, sale processes for distressed assets and portfolios, and interim financial leadership.
Practice 03
Claims, Disputes & Forensic Advisory
Holmes Advisory provides financial analysis, forensic investigation, damages analysis, financial modeling and expert testimony for commercial disputes, insurance and other claims. We help clients and counsel understand the financial questions at the center of a matter.
Our work also covers banking and lending disputes, where former bank executives opine on underwriting, credit decisions and lender conduct, as well as valuation and transaction disputes. Our professionals serve as consulting and testifying experts and support settlement negotiations.
For claims involving long-tailed liabilities, we evaluate past costs, potential future exposure and the assumptions that drive the range of outcomes. That analysis helps clients assess alternatives and make informed decisions about claims resolution.
Practice 04
Strategic & Operational Advisory
Holmes Advisory helps owners, independent sponsors and management teams improve performance, strengthen financial management and pursue growth. Support includes strategy, value creation planning, fractional and interim chief financial officer (CFO) assignments, finance function and financial planning and analysis (FP&A) improvements, and operational change.
Our teams provide artificial intelligence (AI) enablement services that address practical business needs. We'll implement an enterprise data warehouse that supports the most important use cases for AI, in addition to implementing the AI applications themselves. AI readiness and integration supports better informed strategic decision making, increased EBITDA margins, while positioning portfolio companies for much stronger exits
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Let's talk about what you're facing, what needs to happen next and which expertise, resources and relationships can help you get there.