What We Do

We offer value-added investment banking services, including:


Mergers & Acquisitions

We provide the full spectrum of M&A-related services to both buy-side and sell-side clients. Whether filling gaps in client deal teams or providing a more turnkey solution for buyers and sellers, RGL Advisors has the knowledge and experience to assist you in a transaction in virtually any industry or market segment.

In advising both buyers and sellers, we provide services in due diligence, price and structure negotiation, definitive agreements and closings and valuation. We also assist in the identification of acquisition candidates and management presentations and consult on purchase price allocations and financing agreements.

Financial Opinions

Our professionals are among the most experienced in providing and evaluating various types of financial opinions. We can assist fiduciaries to better meet their duties and obligations through independent and unbiased financial opinions that address the valuation perspectives of the relevant stakeholders.

Fairness Opinions

We provide independent fairness opinions for numerous transaction types to assist boards and other fiduciaries in meeting their duty of care in a transaction.

Solvency Opinions

In highly leveraged transactions, we perform the necessary balance sheet, capital adequacy and cash flow tests to determine whether the post-transaction company can be deemed solvent.

Reasonably Equivalent Value Opinions

Acquisitions of financially distressed firms may require a reasonably equivalent value opinion to avoid a fraudulent transfer or other claim under the Bankruptcy Code. Our experts assist clients evaluate and if necessary, defend a transaction if future claims arise.

Strategic Advisory

We provide strategic advisory services to assist clients in assessing the competitive landscape and current market position. Our comprehensive “360° Review” program assesses market conditions from every angle, including historic, future, long-term and short-term projections. We also offer highly focused near-term programs such as capital structure review and optimization, dividend policy assessment as well as reviews of other strategic alternatives.

RGL Advisors also advises in special circumstances such as hostile situations and management-led buyouts, where additional expertise and market knowledge are important in maximizing value.

Valuation

The professionals at RGL Advisors possess deep experience in the valuation of assets and securities to support transactions and corporate planning. When advising buyers, we prepare detailed valuation and accretion analyses (including synergies assessments) to provide a comprehensive view of a transaction, its expected impact on firm value, and potential accretion to important financial metrics. For sellers, our valuation expertise enables us to confidently position clients to achieve the highest possible value given economic and industry dynamics and clients’ bargaining positions relative to prospective buyers.

When the need for independent valuations and appraisals arises, the professionals of RGL Forensics possess broad experience in support of litigation, financial reporting, tax and bankruptcy matters.

Experience

An overview of our collective experience by transaction type includes:

Some engagements completed by RGL professionals at prior firms.

Craftmade International Corp.

Our professionals provided a fairness opinion to the Craftmade (ticker:CRFT) board of directors in its acquisition of Woodard from an affiliate of CC Industries

Horner Premier Foundation

Our professionals assisted in the sale of a block of stock in Premier Designs, Inc. to Premier designs

NewWood Corporation

Our professionals acted as financial advisor to interest holders in NewWood Corporation in rendering a fairness opinion related to the value of its intellectual property for financing purposes.

Aspen Exploration Corporation

Our professionals acted as exclusive financial advisor to the Aspen Board of Directors (ticker: ASPN) and rendered a fairness opinion with regard to the value of the merger.

TieTek

Our professionals acted as financial advisor to the board of directors of North American (ticker: NAMC) related to an investment by several institutional shareholders.

Trail Dust Steak House

Our professionals acted as exclusive financial advisors to Trail Dust Steakhouse’s board of directors and prepared valuation opinions on multiple locations to set the price for a corporate recapitalization.

TemTex Industries

Our professionals rendered a fairness opinion to the board of directors in relation to the sale of the company’s Texas Clay assets to Acme.

Core-Mark Holding Company, Inc.

Our professionals acted as exclusive financial advisor to Core-Mark (ticker: CORE) in its acquisition of wholesale distributor, Klein Candy Co.

Progressive Waste

Represented the seller of collection assets in Texas in its sale to Progressive Waste Solutions.

ACS, Inc.

Our professionals acted as financial advisor to ACS (ticker: ACS) in its acquisition of IMS Corp., Lockheed Martin’s state and local government BPO unit.

Craftmade International Corp.

Our professionals acted as exclusive financial advisors to Craftmade (ticker:CRFT) in its acquisition of Woodard from an affiliate of CC Industries

Core Mark Holding Company

Our professionals acted as exclusive financial advisor to Core-Mark (ticker: CORE) in its acquisition of wholesale distributor, Auburn

Pavestone Co.

Our professionals acted as exclusive financial advisor to Pavestone in its acquisition of Tejas Textured Stone, a producer of manufactured stone and thin brick products

ACS, Inc.

Our professionals acted as financial advisor to ACS (ticker: ACS) in its acquisition of AFSA Data Corp, a servicer of federal student loan programs.

Ericsson

Our professionals assisted Ericsson in evaluating its North American IP portfolio and pursue monetization strategies.

Leap

Our professionals advised client on opportunities to reduce operational expenses and improve credit worthiness.

Smartmetric, Inc.

Our professionals provided valuation services to SmartMetric, Inc. in relation to its intellectual property portfolio.

Garden of the Gods Club

Our professionals advised a client on asset valuations in relation to contemplated bid for and subsequent acquisition of the hotel, country club and associated amenities.

Harris’ LLC

Our professionals acted as financial advisors to interest holders in Harris’ LLC in determining a fair market value price for incentive compensation arrangements.

Fusion Consulting, Inc.

Our professionals provided valuation services to Fusion Consulting, Inc. in relation to its issuance of incentive equity for executive and employee compensation purposes.

Bilco Brick

Our professionals acted as exclusive financial advisors to Bilco Brick and rendered an opinion in the acquisition of shareholder interest and the corporate recapitalization.

WIN Products, Inc.

Our professionals provided valuation services to Win Products, Inc. in relation to its issuance of Series C shares for executive compensation purposes.

Etisalat

Our professionals advised a client on opportunities to increase enterprise value by pursuing certain bankable “big data” strategies.

Visual Merchandising, Inc.

Our professionals provided valuation services to Visual Merchandising, Inc. in relation to its acquisition by NOA Brands.

Gold, Inc.

Our professionals provided valuation services to Gold, Inc. in relation to its leveraged recapitalization.

Jordan Health Services

Our professionals acted as exclusive financial advisors to JHSI and rendered an opinion in the acquisition of shareholder interests and the corporate recapitalization in one of Texas’ largest home health agencies.

Our Reach

RGL Advisors is the corporate finance division of RGL Forensics. From our offices in Dallas and Denver, we leverage the global footprint of RGL Forensics to serve clients around the world.

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contact

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Dallas
5215 North O’Connor Blvd.
Central Tower, Suite 640
Irving, TX 75039
(t) 972-505-3830

Denver
7887 East Belleview Ave.
Suite 1200
Denver, CO 80111
(t) 303-721-8898