Liability & Equity Management

Expert advice on liability management transactions across the debt and equity markets.

Analyze market opportunities and manage conflicts

Our independence from third-party interests uniquely positions us to plan, structure, and recommend optimal and unbiased financing solutions that address key transaction objectives while also mitigating risks and avoiding traditional conflicts of interest.

Liability and equity management assignments

Lender approach strategy
Diagnosis of key transaction issues
Lender group analysis
Negotiate commercial issues

Access advantage

As a leader in financial risk management, our mission is providing you with expert guidance and insight, so you can thrive in an increasingly complex and globally connected world. We transform our expertise and knowledge into your opportunity.

An extension of your team

Our experts bring you unparalleled insights and deliver best-in-class financial strategies without you having to add new resources.
Our knowledge, your power

We don’t just deliver answers, we provide explanations, translating complex concepts into digestible and actionable information.
Industry focus

We know your industry inside and out — and we've got the knowledge to help you make the right move.

Learn more about us

Our capital advisory team

Reuben Daniels

Managing Director
Global Head of Investment Banking

Corporates
Jason Peterson

Managing Director
Client Relationship Management

Corporates | Kennett Square, PA
Jon Skeem

Managing Director
Global Head of Private Equity and Infrastructure

Private Equity | Kennett Square, PA
Andrew Thornfeldt

Managing Director
Investment Banking

Real Estate | Denver, CO