SERVICES
Oakbrook Advisory provides superior client service and expert financial guidance
INVESTMENT BANKING
Oakbrook Advisory has experience advising privately held and publicly traded companies on mergers and acquisitions, corporate divestitures, spin-offs, joint ventures, recapitalizations, and restructuring. Helping business owners, financial sponsors and corporations to achieve their liquidity, growth and exit objectives, Oakbrook Advisory navigates industry trends and M&A and capital markets to maximize results for clients.
ESOP ADVISORY
Oakbrook Advisory offers consulting to business owners considering employee ownership. ESOPs can provide business owners with a succession plan, tax advantages and continuation of the legacy of the business. Oakbrook Advisory assists with determining the feasibility of an ESOP, valuation, capital structure, and alternative options. We align our interests with clients to ensure that goals are achieved. Oakbrook Advisory also assists ESOP-owned companies with acquisitions, sales and offer evaluation (when receiving unsolicited acquisition offers).
VALUATION & CONSULTING
Oakbrook Advisory provides business valuations in association with estate planning, buy-sell agreements, litigation, M&A, solvency opinions, fairness opinions, restructuring, 409A, and other matters. Oakbrook Advisory has decades of relevant experience providing expert valuation guidance to clients. Oakbrook Advisory also provides consulting to clients with respect to financial planning and analysis, strategic decision making, data driven analysis, and restructuring.