Core Offerings for Public and Private Companies and Institutional Investors

  • Evaluation of challenging and complex situations from a commercial, financial, operational, and legal perspective
  • Proactive solution mapping and investment alternatives through early and active engagement
  • Development of value maximizing solutions based on absolute, relative, and risk-adjusted returns
  • Ability to engage with and influence disparate constituents (board, management, lenders, bondholders, unsecured creditors, shareholders, regulators, bankruptcy court) in developing consensual resolutions

Core Competency

  • Provide multi-party, institutional, C-Suite support (CEO, CRO, Executive Chairman, Trustee)
  • Generate optimal results by:
    • Enabling management to focus on day-to-day operations of business
    • Managing external professionals

A financial advisory firm that provides consulting services to public and private companies experiencing significant challenges.

Take the first step toward an executable path forward

The team at Stein Advisors is ready to hear your story.