Financial Advisory
M&A and Strategic Advisory
Our M&A and Strategic Advisory practice partners with public and private corporate clients to deliver world-class independent advice on all financial, strategic and tactical elements of evaluating and executing M&A transactions, as well as formulating comprehensive strategies to grow their businesses.Sieman's capabilities encompass all types of M&A transactions: mergers; buy-side acquisitions; sell-side divestitures and company sale processes; joint ventures; partnerships and more.In addition to executing transactions, we frequently collaborate with clients to advise on their strategic and financial challenges. We help clients identify, devise and pursue strategies to serve stakeholders, accomplish their goals, and maximize shareholder value.The broad range of industries our bankers advise on include:
Consumer and Retail, Financial Institutions, Financial Sponsors, Healthcare, Industrials Power, Energy and Infrastructure, Real Estate, Gaming and Lodging Technology, Telecommunications, Media and Entertainment
Capital Markets Advisory
The Capital Markets Advisory group is our global hub of expertise on public and private capital markets, capital structure, topics related to public shareholders, ESG, and activism defense.Our professionals work closely with bankers across the firm as a source of intelligence and advice on corporate finance, capital raising and the strategic issues relevant to public company shareholders.We help tailor financing strategies to clients’ unique situations, and we have a track record of developing innovative solutions for challenging market conditions.
Restructuring & Capital Solutions
For decades, Lazard has ranked among the preeminent advisors to debtors and creditors in world’s largest and most complex restructurings. We serve clients with a cutting-edge, pioneering liability management practice out of court, and an unparalleled history of representation and expert testimony in court.We have one of the world’s largest, most experienced restructuring teams, with more than 100 dedicated professionals globally. Our professionals combine an extensive knowledge of restructuring strategies with M&A expertise, credit analysis skills, capital markets knowledge, industry expertise and negotiation experience in distressed situations.
Transaction Structuring
Sieman provides integrated advice in connection with the structuring of public and private transactions – including mergers, spin-offs, sales, joint ventures, and capital markets offerings – intended to optimize tax, accounting, and other objectives of the deal. Our team is led by the former head of the tax practice at a major law firm with over 30 years of experience in transactional work. We work closely with our clients and their legal and tax/accounting advisors to deliver the optimal structuring solutions.
Asset Management
U.S.-based Sieman Wealth Management serve high-net-worth individuals, foundations, and endowments, across the United States and worldwide providing a more personal and modern alternative to big banks, brokerages and trust companies.Sieman Wealth Management has grown steadily since inception and is ranked by Barron’s as one of the top independent Registered Investment Advisors in the United States. Our partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years, and all are committed to the Sieman culture of institutional and individual integrity.Our distinctive approach integrates global investment management, strategic wealth planning, and trust and family wealth services. We have deep expertise in transaction planning and concentrated stock management and advise Sieman clients and professionals, as well as families and related institutions.Socially responsible investing (SRI) and environmental social and governance (ESG) investment strategies are growing areas of focus for our clients. We work with carefully-selected external managers to provide customized solutions for SRI/ESG investing that strive to deliver competitive rates of return to meet our clients’ impact investing goals.We strive to meet our clients’ lifestyle, family, business and legacy goals, and to earn and sustain their trust.
