St. Charles provides thorough and independent financial advisory services specific to client needs and circumstances. We approach financial advisory services with the same attention to detail that we bring to merger and acquisition and private capital raising engagements.

We examine every aspect of the company, and we evaluate that information in the appropriate context of the industry and of current economic and capital market conditions. We consider both qualitative and quantitative factors, examine the competitive environment, and research comparable companies and transactions.

This process is interactive. At key points in the process, we consult with our client to discuss results. In the end, many factors are considered to arrive at a thoroughly substantiated judgment of the company’s value.

Financial advisory projects vary from acquisition review, strategic planning, and asset redeployment to capital restructuring, valuations and fairness opinions, and new project evaluation.  In each case, our efforts assist clients with the development and implementation of long-term strategies through in-depth review of the organization, the industry, and the owners’ objectives.