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SERVICES

Strategic Advisory

Impactful Strategic Insights to Drive Sustainable Growth

We provide our clients with specialized strategic insights, tailored guidance, and impactful data analytics to support strategic decision making at the board and shareholder level prior to undertaking major transactions. We advise clients on shareholder value optimization, strategic growth alternatives, and transaction implementation. 

Our services include the rendering of fairness opinions and corporate valuations that adhere to the highest standards of excellence and accuracy. Our dedicated software sector focus and experience with both large public companies and smaller private companies enables us to understand the unique valuation dynamics of relevant software sub-sectors, enabling us to render precise and unbiased opinions. 

We leverage our analytical expertise and transaction experience to assist clients to form strategic partnerships and  joint ventures to penetrate new markets, optimize operations, or realize synergistic growth. We also provide high-impact strategic support through customized business planning and financial modeling engagements.  

ENGAGEMENT TYPES

Trusted Expertise for Navigating Complexity

Our strategic advisory engagements are designed to empower business leaders with high impact insights and data analytics to navigate market complexities and to capitalize on growth opportunities.  

Fairness Opinions

Accurate and unbiased fairness opinions for pending transactions, ensuring equitable valuation-related terms and protecting shareholder interests

Corporate Valuations

Precise corporate valuations to support strategic decision-making regarding mergers, acquisitions, divestitures, and minority investments

Strategic Partnerships
& Joint Ventures

Execution and analytical support for the formation of partnerships and joint ventures to enter new markets, optimize operations, and realize growth synergies

Business Planning
& Financial Modeling

Detailed business planning and expert financial modeling to guide strategy execution, investment decisions, and operational efficiency

Let’s Start a Conversation

If you are considering a major strategic transaction and need support in your planning and preparation, we’d love to help. 

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Crestone Advisors is a leading independent Los Angeles-based investment bank specializing exclusively in the software sector. We provide specialized mergers and acquisitions advisory services and tailored private capital solutions to exceptional founder-led software companies, software-enabled services companies, and software-focused private equity firms. 

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Company

Securities are offered through Finalis Securites LLC Member FINRA / SIPC . Crestone Advisors is not a registered broker-dealer, and Finalis Securities LLC and Crestone Advisors are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418. 

Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary (“Form CRS”)

Crestone-Advisors.com (the “Crestone Advisors Website”) is a website operated by Crestone Advisors. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opiniion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Crestone Advisors along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. 

Investing is private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC. 

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