Advisory support for investors, institutions, advisors and businesses.

Holmes Advisory helps independent sponsors and private equity firms evaluate acquisitions, assess financing and identify opportunities to increase enterprise value.

After closing, support can include value creation planning, financial leadership, operational improvements (including AI enablement), and performance tracking. Independent sponsors gain access to capabilities they may not maintain in-house; established private equity teams can add specialized expertise where a portfolio company needs it.

Holmes Advisory advises banks and other financial institutions on strategy, credit, operations and complex client situations. Our team’s experience includes bank executive leadership, underwriting, syndications, special assets and merger integration.

Engagements may involve building a banking capability, addressing distressed credit, evaluating a transaction, or supporting a borrower with broader advisory needs. We understand the commercial and institutional considerations behind those decisions.

For banks building or scaling a loan syndications desk, we support the full effort: business case and feasibility, organization design and leadership search, credit policy and systems, and live deal execution.

Holmes Advisory supports law firms, in-house counsel, accounting firms and other advisors with financial analysis, forensic investigation, damages assessment, expert testimony and restructuring advisory.

We work alongside your team with respect for your client relationship. At the outset, we agree on the assignment, responsibilities, and communication so that our work fits the broader matter.

Holmes Advisory supports business owners and executives preparing for a transaction, pursuing growth, strengthening the finance function or responding to financial pressure. We also help assess banking relationships, evaluate financing options and address claims or disputes.

The engagement can provide focused advice on a decision or additional senior capacity to help management carry a plan forward.