Methodology

Planning and Implementation
Financing Sources
Team
Compensation
Long Term Relationship

How does the Schwartz Heslin Group help organizations faced with critical choices? We start each project with a thorough due diligence review and an in-depth strategic planning session that involves a detailed examination of the finances, history, market, organization and operations of the business. Next, in cooperation with the CEO, we formulate a business plan designed to meet the firm's objectives. Finally, we work with the CEO to implement the approved plan which often includes assisting clients in finding outside capital.

SHG maintains a broad-based network of funding sources, including commercial and savings banks, insurance companies, pension funds, venture capital firms, other investment bankers, mortgage bankers, merchant bankers, high net worth individuals and SBIC's, as well as local, state and federal contacts.

SHG is staffed by top-notch professionals in general management, planning, corporate finance, and insurance. Since we focus on the overall business, several team members with diverse skills may work on any given project. To achieve success, we depend on the full participation of client management and their outside professionals throughout the engagement.

SHG is compensated on an hourly fee and expense basis, plus a contingent success fee, when appropriate. We provide our clients with a detailed proposal outlining the engagement objectives, staffing and fees associated with the engagement.

SHG develops close relationships with clients. This relationship contributes to efficient and cost effective results.