Core Capability

Special Situations

When something is already wrong, a capital structure under stress or a reputational crisis breaking in public, we help assess the situation honestly and manage the response, from lenders and investors to press and public stakeholders, until it's resolved.

What this includes

  • Distressed capital structure assessment and restructuring strategy
  • Rapid-response crisis planning and stakeholder management
  • Special situations advisory through resolution

Who this is for

Companies facing financial distress, covenant pressure, or a reputational crisis that needs an immediate, coordinated response.

Areas of work this page covers

  • 06 Special Situations, Governance and Restructuring. For companies under pressure or in transition.

How an engagement starts

  • 10 day diagnosticA review of the company's position and a written plan with options.
  • 30 day readiness programThe investment case, materials and investor list, ready to use.
  • 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
  • Ongoing investor relationsA weekly call with management and a short written update each month.
  • Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
  • Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.

What a company receives

  • A written plan within ten days of the first conversation.
  • A ranked investor list, with the reason each investor fits.
  • A call plan for the first thirty days after an announcement.
  • The investment case, in a form management can deliver in five minutes.
  • Draft answers to the hardest questions investors will ask.
  • A monthly update on meetings held, feedback received and next steps.
Discuss a Mandate All services