Services

Business And Strategic Planning
Financing Strategy
Distressed Company Advisory Services
Mergers, Acquisitions and Divestitures
Fairness Opinions
Valuations
Insurance Advisory Services

We assist management in the preparation of realistic business and strategic plans. The business plan is a guide for the organization and the primary method of communicating with financing sources. Also, we develop monitoring tools to assure that management measures performance against plan and modifies the plan as conditions change. We participate in periodic reviews with management and Boards of Directors. Featured Clients

We analyze equity and debt structure and recommend practical options based on our analysis of financial projections. We successfully blend a total financing strategy for each client, bringing together equity private placements and a combination of public offerings, private placements, conventional lending, and bridge loans, to achieve client objectives. Featured Clients

At times, organizations face challenging situations and lenders need help resolving problem loans, especially during distressed economic periods. Both borrowers and creditors need expertise which may not be available within either organization or may be limited in scope due to legal liability. We bring a team of experienced professionals who identify key areas requiring change. Together with management, we develop proactive plans to initiate rapid change to facilitate a turn-around. In addition, we work with lenders and other interested parties to structure solutions to the major issues facing the business. In some cases, we will assist in the merger or sale of the business as an appropriate option for the company. Our approach is comprehensive and intense. Featured Clients

SHG offers exceptional depth of experience in mergers, acquisitions, divestitures, management and leveraged buyouts, recapitalizations and other strategic corporate transactions. We have proven expertise in each stage of a transaction, including the identification of potential acquisitions, optimal "packaging" of a client for a transaction, preparation of a client for meetings, structuring of merger and sale transactions and negotiation of sale and purchase terms. Services include due diligence, valuation analysis of client and target companies, introductions to underwriters and sources of funding, as well as negotiation assistance throughout the process. Featured Clients

SHG has significant expertise in rendering fairness opinions for both private and public companies. Our work generally includes a comprehensive operational and financial review. In addition, we utilize a number of sophisticated databases to access information for developing numerous analyses, both quantitative and qualitative, to support our Opinions. Featured Clients

SHG has been in the valuation business since its formation in 1985. Our services focus primarily on valuations of private and closely held mid-market businesses. We develop valuations for:

• Potential sale or purchase of businesses
• Feasibility of ESOPs
• Sale and/or repurchase of shares of stock
• Estate planning

SHG does not provide appraisals or valuations for divorce or tax disputes.

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We offer a broad range of insurance consulting and risk analysis services. We design self-insurance alternatives, establish specialized insurance coverage and provide detailed analysis of on-going programs. We also assist in the design, evaluation and marketing of new programs. Featured Clients