Corporate Advisory

Corporate finance advice and support throughout the business life cycle

Helping you achieve your goals through objective, unbiased guidance

We provide objective, actionable advice to help you accomplish your business and personal goals. We are experts, here for your hardest challenges, offering guidance on a range of corporate finance matters, including evaluating and preparing for a transaction and advising on succession, governance, and capital structure.

Our experienced team leverages a thoughtful, consultative approach that prioritizes long-term value over short-term thinking. Because we operate outside of the traditional transaction-oriented, success fee-based investment banking model, our approach is unbiased.


Owner to Owner spring issue 2026

In this issue of Owner to Owner, we review the business environment entering 2026, revisit the five Cs of credit, and learn about Tom Ripley’s journey from the Marine Corps to CEO of Ames Watson. We also discuss how U.S. history offers valuable lessons for today with author and historian Jon Meacham and explore how to attract and retain senior-level executives in a closely held business.

Our Core Services

  • Review and value business


  • Analyze capital structure


  • Review strategic alternatives


  • Advise during a transaction process

     

  • Assess and identify acquisition opportunities


  • Advise on corporate governance

     

Business owners come to us for advice on a range of issues. No matter their need, our commitment to exceeding expectations and delivering results that contribute to their long-term success remains consistent.



How We Can Help

Client: Family office with controlling interest
BBH Role: Provide guidance throughout sale process
Client Success: Merger with leading competitor

Client: Third-generation family owners
BBH Role: Independent assessment of the businesses and transaction support
Client Success: Sale of selected assets

Client: Second-generation family owners
BBH Role: Evaluate industry and develop investment thesis
Client Success: Selection of technology partner and structure of potential investment

Client: Fourth-generation family owners
BBH Role: Evaluate the business and strategic alternatives
Client Success: Further investment in the business to drive growth

Attracting and retaining executives in a closely held business

John Secor and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.

Our Insights

This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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