Corporate Advisory

Corporate finance advice and support throughout the business life cycle

Helping you achieve your goals through objective, unbiased guidance

We provide objective, actionable advice to help you accomplish your business and personal goals. We are experts, here for your hardest challenges, offering guidance on a range of corporate finance matters, including evaluating and preparing for a transaction and advising on succession, governance, and capital structure.

Our experienced team leverages a thoughtful, consultative approach that prioritizes long-term value over short-term thinking. Because we operate outside of the traditional transaction-oriented, success fee-based investment banking model, our approach is unbiased.


Owner to Owner summer issue 2025

This issue of Owner to Owner explores how to navigate roadblocks when it comes to decision-making with a business partner and when using philanthropy as a tool to unite families across generations. We also look at ways to maximize a business’s value in a sale and how – and why – to articulate a compelling narrative for your business.

Our Core Services

  • Review and value business


  • Analyze capital structure


  • Review strategic alternatives


  • Advise during a transaction process

     

  • Assess and identify acquisition opportunities


  • Advise on corporate governance

     

Business owners come to us for advice on a range of issues. No matter their need, our commitment to exceeding expectations and delivering results that contribute to their long-term success remains consistent.



How We Can Help

Client: Family office with controlling interest
BBH Role: Provide guidance throughout sale process
Client Success: Merger with leading competitor

Client: Third-generation family owners
BBH Role: Independent assessment of the businesses and transaction support
Client Success: Sale of selected assets

Client: Second-generation family owners
BBH Role: Evaluate industry and develop investment thesis
Client Success: Selection of technology partner and structure of potential investment

Client: Fourth-generation family owners
BBH Role: Evaluate the business and strategic alternatives
Client Success: Further investment in the business to drive growth

Keeping the honeymoon going: How to set yourself up for good decision-making when bringing in a business partner

Head of the BBH Center for Family Business Benjamin Persofsky explores the changes that come with bringing on a business partner and best practices for navigating the decision-making landscape.

Our Insights

This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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