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Strategic Financial Advisory
Cary Street Partners’ strategic and financial advisory services are designed to assist a company’s management, Board of Directors and shareholders in making critical strategic decisions affecting their company. Our advisors’ career experience as investment bankers, managers and board members enhances their ability to give insightful advice in order to assist our clients in shaping and executing their strategic plans.
We specialize in offering these services to emerging growth and middle market companies, as well as larger publicly traded corporations and their Boards of Directors. Our services include:
- Strategic Alternatives Evaluation
- Capital Structure Analysis
- Board and Special Committee Advice
- Fairness Opinions and Valuations
Cary Street Partners Holdings, LLC is a limited liability holding company that owns 100% of Cary Street Partners LLC, a registered broker-dealer and Member of FINRA/SIPC, and 100% of Cary Street Partners Investment Advisory LLC, a federally registered investment advisor. Cary Street Partners is the trade name used by two separate, registered firms providing securities brokerage, insurance and investment advisory services. Products may not be available in all jurisdictions.
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