DFRC’s financial advisory practice provides its clients with comprehensive advisory services across a broad range of transactions and initiatives. While there are several advisors qualified to provide transaction and strategic advice, it is an advisor’s ability to deliver superior results that ultimately matters. At DFRC, we leverage our expertise by prioritizing competency and diligence in all we do.
Clients rely on DFRC for a combination of real-world transaction experience and deep-rooted valuation expertise for thoughtful, comprehensive, and honest. Our group is comprised of experienced professionals with extensive advisory and industry expertise each of whom have a steadfast commitment to delivering excellence to our clients.
We provide our clients with strategic advice and valuable results, and we approach advisory services based on our collective experience, the needs of our clients and a dedication to delivering results. Our advice is substantiated by our experience in financial transactions, our industry knowledge, and our connection to the marketplace. As financial practitioners, we effectively execute successful strategies, know the marketplace, and understand how knowledge and expertise can better serve our clients.
The full range of financial advisory services for middle market clients include:
- Capital Structuring – DFRC assists clients in getting the right debt-equity mix in client’s capital structure and the best terms so that their financial viability is maintained.
- Support for Bond Issues and Other Financing Processes – DFRC provides financial advisory services to a diverse group of organizations that access capital through the issuance of tax-exempt bonds.
- Assistance with Investor, Investment Banker, Bond Insurer, and Rating Agency Relationships and Financial Reporting – DFRC helps organizations and business system financial officers in their relationships with investors, investment bankers, bond insurers, and rating agencies.
- Treasury Management Services – DFRC assists clients in getting more control over client company’s finances by helping clients manage client’s cash efficiently, cut client’s business’s costs, improve cashflow and simplify client’s accounting.
- Finance Raising – We work intimately with stakeholders to assess the funding requirements and determine which form of external capital is most suitable. We review our clients’ options objectively, considering both pure debt-based solutions and development capital. We leverage our excellent relationships with the most active banking teams and private equity sources to deliver the optimum solution for our clients.
- Strategic Alternatives Analysis – Our analyses are designed to provide business owners and boards with the critical analysis and data required to make informed strategic business decisions. We thoroughly analyze historical and prospective company dynamics, considering current market conditions, industry specific factors and shareholder objectives.
Our primary concerns are the needs and initiatives of our clients.
Our senior bankers are involved in the execution of every transaction as we serve our clients with the same diligence, we would demand ourselves.
Our allegiance is to our clients, not product groups, and we are not conflicted by associated equity research as we prioritize excellence in our services.
The world of corporate finance and business valuation continues to change rapidly, and professional reports are increasingly relied upon and scrutinized by the SEC, board of directors, tax authority and auditors.
The amount of scrutiny placed on fairness opinions and valuations continues to grow in a complex world of rules, regulations, and pronouncements.
Our reports are prepared to withstand scrutiny over an extended period.
More
