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.


Second Annual Private Business Owner Survey

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
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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.
– John Secor Principal and Head of Corporate Advisory

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

Owner to Owner Summer Issue 2024

In this issue of Owner to Owner, we delve into the music-related artificial intelligence space, navigate the intricacies of selling or leaving a family business, and provide tips for corporate liquidity management.
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Our Insights

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    Does the Business Have to Stay in the Family? Steps to Take When Ownership Succession Isn’t an Option

  • Illustration of man changing direction, surreal abstract choice concept

    Is Now the Time to Sell the Family Business?

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    Patient Capital: Balancing Business Reinvestment and Shareholder Liquidity Needs in a Multigenerational Family Business

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    Establishing a Dividend Policy for a Family-Owned Business

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    Keeping It Safe: Cash Management Considerations for Private Businesses

Contact Us

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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Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



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