Strategic Advisory

How We Help

We help companies prepare for a future financing or meet existing requirements.

Who We Help

Founder-Owned Businesses

We work with founder-owned and operated businesses that are ready to take the next step in their growth journey.

Private Equity Sponsors

We work with private equity sponsors on new acquisition financings and existing portfolio company refinancings.

Support for:

Evaluate an add-on or platform acquisition and prepare related underwriting materials.
Evaluate a future financing and prepare related underwriting materials.
Meet ongoing credit agreement reporting requirements (e.g., financial reporting, covenant requirements, etc.).
Meet investor or board reporting requirements (e.g., monthly budget, annual forecast, investor presentation / memorandum, etc.).

Our Experience

We advise on the financial, strategic and tactical elements of evaluating and executing financing transactions, including developing comprehensive strategies to meet stakeholder requirements. Our experience encompasses a broad range of transactions and situations.


Selected Experience

“We’ve worked with EMB on multiple transactions – equity raises, debt raises, and other corporate development projects. EMB’s work has been consistently excellent, not to mention timely and efficient.”

Tom Evans, Managing Partner

Skyline Merchant Partners

“Over the last 3 years EMB has helped drive the annual planning process for our 21 business units. EMB quickly understands our business drivers, and incorporates them in a way that our business leaders can easily see where performance improvements can be made. EMB has had a significant impact on our business.”

Mitch Morgan, CEO

New Charter Technologies

“EMB not only has great financial / quantitative skills, but also combines that with business acumen to deliver significant insights. For our M&A work, EMB has helped analyze new business opportunities and avoid potentially bad deals. EMB has been instrumental in helping us through various critical situations.”

Nelson Hsu, SVP

Academic Partnerships