Dougherty & Company LLC Innovative Financial Solutions Nationwide

Financial Advisory

Public and private companies often require professional assistance in assessing transaction options, developing shareholder value strategies and considering the merits of potential opportunities. We serve as independent advisers to our clients, providing insight into corporate strategies and determining the strategy that best meets their needs.

Our Corporate Finance team has broad experience working with boards, owners and executives to develop a business plan, analyze the structure of potential transactions and assess short- and long-term strategic options to maximize shareholder value.

We advise on a wide range of financial matters, including:

  • Evaluating a company‚Äôs capital structure
  • Preparing for the sale of a business
  • Guidance for ownership transition, succession planning and liquidity events
  • Strategic planning
  • Industry and competitive research
  • Developing a robust assessment of a contemplated financing or transaction
"We serve as independent advisers to our clients, providing insight into corporate strategies and determining the strategy that best meets their needs."