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Strategic & Transaction Advisory Services

BRG helps investors acquire and improve portfolio assets. Beginning at the M&A assessment and asset capitalization stage, our emphasis is on portfolio company value enhancement.



BRG’s professionals have deep experience as principals and as advisors managing portfolio asset transactions. We assist investors assess investments and develop strategic alternatives to optimize and preserve value. Our transaction teams include BRG professionals from our functional and industry groups to evaluate and enhance performance.

Strategic and Business Planning Advisory Services
  • Development of strategy and functionally measurable tactics to execute
  • Critical assessment of business plans
  • Competitive threat analysis
Portfolio Company Value Enhancement
  • Strategies to maximize asset value and liquidity
  • Profit improvement and cost rationalization
Corporate Finance*
  • Capital structuring
  • Fund raising
  • Special Situations
M&A Advisory*
  • Seller and buyer services
  • Deal structuring
  • Loan sale advisory
  • Introductory services
Asset Monitoring
  • Monitoring operational and financial performance, working capital, liquidity and collateral
  • Escrow agent services
Pre- and Post-Acquisition Diligence, Design and Implementation of Portfolio Asset Integration
  • End-to-end support in purchase and sale transactions, including deal diligence, structuring and post-acquisition disputes
  • Integrity of business plans and cash flows
  • Accounting, tax, IT, and operational due diligence
  • Quality of earnings and control environment
    • Non-recurring items including management identified items and related supporting details
    • Management and managerial systems
    • GAAP/Accounting policy issues review
    • Reliability of financial/ investor reporting
    • Material transactions investigation
    • External auditor working papers review
  • Compliance Reviews
    • Regulatory compliance assessment
    • AML and sanctions compliance
    • FCPA compliance
    • Money handling procedures
    • Cyber risk due diligence
  • Reputational diligence on prospective management team, boards and stakeholder parties
  • Design and implementation of integration plans
    • Establish integration management office and functional team structure
    • Obstacles to growth
    • Synergy and shutdown analysis
  • Post-Closing transaction support related to adjustments and disputes
  • Transition services agreements
  • Intellectual property, including purchase, licensing, and monetization options

*All securities assignments are completed through BRG Capital Advisors, LLC a FINRA and SEC registered broker-dealer. This communication is not intended as an offer to sell or a solicitation of any offer to buy any security or investment. 

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