Consulting
HDH provides transaction support from concept to closing. We provide individualized independent advice to assist our clients in strategic decision-making and drive value in all aspects of transactions. Our professionals bring experience gained from working on hundreds of corporate transactions, in numerous different capacities (investment banking, public accounting, business valuation, litigation support, consulting and commercial banking) to help our clients navigate the complicated corporate finance setting of merging, acquisition or divestiture of a business. . Examples of services provided are as follows:
- Transaction due diligence and feasibility studies
- Capital project planning and assessment
- Financial modeling
- Due diligence
- Valuation
- Document review
- Operational and business due diligence
- Preparation of offering memorandums and related promotional materials
Transaction Consulting Team
Brian Crotty Managing Director
Debbie Jackson Managing Director
Ian Holloman Managing Director
Corley Thomas Managing Director
Duane Tolander Managing Director
Jonathan Whitehead Managing Director
HDH Advisors provides financial advisory and business valuation consulting services in connection with employee stockownership plans (“ESOPs”). We are engaged by independent ESOP trustees to consult on the initial ESOP installation and purchase of company securities, as well as the termination of an ESOP plan or sale of ESOP sponsored stock. Each of these engagements may require a feasibility study, business valuation, and fairness opinion. In addition, we provide annual fair market valuations for ESOP administration and ERISA and tax purposes. We have consulted ESOP owned companies in a variety of industries including (but not limited to) architectural and engineering, manufacturing, distribution, staffing and recruiting, construction and contracting, environmental consulting, retail, and information technology.
ESOP Transactions Team
Brian Crotty Managing Director
Tim Hillegass Managing Director
Ian Holloman Managing Director
Corley Thomas Managing Director
Duane Tolander Managing Director