Your Personal Investment Banking Team

When we advise on transactions and business transitions, we keep your entire financial picture in mind, from tax considerations to the governance dynamics in family businesses. We’ll work with your existing deal team, or help you assemble the right mix of professionals to help realize your transaction objectives. 

We advise in the following situations:

  • Business transitions

  • Real estate transactions

  • Direct investments deals (i.e. an investment into a startup or operating business)

Our transaction advisory services include:

  • Deal evaluation

  • Financial modeling

  • Transaction structuring

  • Due diligence

  • Negotiation

Note: Investment advisory products are offered through Twende Asset Management LLC, an Illinois state Registered Investment Advisor. Twende Asset Management LLC is registered to provide investment advisory services in Illinois. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Twende Asset Management LLC is properly registered/licensed. This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

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