Strategic Advisory

Empowering Decisions, Enabling Success

TrailWise offers a range of strategic advisory services tailored to support clients through various stages of transaction preparation and execution. Our focus is to provide coherent, unbiased advice that helps align your planned transaction with your company’s long-term vision and immediate strategic needs. Our approach to strategic advisory is rooted in our knowledge of corporate operations and extensive experience across a range of strategic and transaction scenarios.

M&A Advisory

We work with ownership groups and Boards of Directors to navigate the complexities of mergers and acquisitions, offering expert counsel on alternatives, transaction process, strategy, risk management, and shareholder value considerations. Our advisory services are designed to equip owners and board members with the insights needed to make informed decisions in the pursuit of strategic goals.

Divestiture Readiness

Preparing for a divestiture is critical to ensuring a smooth transaction and maximizing value. Best practice is to start years in advance of the eventual transaction. We work closely with business owners and management to ensure your company is eventually prepared for a successful transaction.

Services can be tailored to a variety key areas, including: reviewing organization charts and management teams, industry mapping of competitors / suppliers / customers, operational efficiencies, market strategy, financial analysis and modeling, valuation analysis and developing comprehensive lists of prospective purchasers, including strategic buyers and private equity investors.

Assessing Strategic Alternatives

We assist companies in evaluating their strategic options, whether that involves pursuing growth through acquisitions, capitalizing on organic growth opportunities, or considering a sale. Our analysis is designed to help you understand the landscape of possibilities and choose the path that best supports your objectives.