Our Services.

At Bardi Co. our financial professionals strive for excellence in every transaction, and we take pride in differentiating our services through creative advisory solutions and perseverance in pursuing our clients' goals. The Firm only engages clients when our management team is confident it will add value and achieve the highest level of client satisfaction.


Our senior-level advisors offer objective advice supported by rigorous analysis and provide comprehensive advisory services designed to maximize our clients' shareholder value. Consistent with our mission, Bardi Co. offers pre- and post- transaction diagnostics and corporate finance advisory services to companies with revenues between $10 million and $1 billion.


Bardi Co. has extensive expertise in advising clients in a broad range of sectors. In every deal and assignment, both large and small, we bring senior level attention in order to maximize value, structure and timing.

Mergers and Acquisitions Advisory

Fairness Opinions

Solvency Opinions

Private Placements

Restructuring and Turnarounds

Assistance with Negotiation and Deal Closing

Special Committee and Strategic Advisory


Bardi Co. provides objective and independent assessment of value. With deep financial expertise and the use of sophisticated valuation methodologies, Bardi Co. satisfies the most stringent requirements.

Capital Structure and Strategy Analysis

M&A Accounting and Purchase Price Allocation

Goodwill and Intangible Asset Impairment

Intellectual Property Valuation

Fresh Start Accounting

Portfolio Valuation

Marketability and Liquidity Studies


Bardi Co. provides advisory to private equity funds seeking to expand their portfolio with a tailored selection of acquisition targets.

Identification of Investment Opportunities - Both Platform or Add-On Acquisitions

Bardi Co. Acts as Outsourced Business Development or Supplement to the Private Equity’s

Internal Team to Execute on its Strategy

We Work Alongside PE Funds to Identify the Best Acquisition Targets Based on their Specific Criteria

Bardi Co. Facilitates the Transaction From First Contact to Closing

We Leverage Our Industry Experience and Proven Track Record of Advising Buyers


At Bardi Co. we know that knowledge is power and when it comes to making important decisions we empower our clientele with relevant and objective market insights. This includes global economic trends, market as well as industry research and analysis.

Industry Research and Analysis

Industry Mapping and Target Identification

Comparative Performance Analysis within Industries

Customized Assignments based on Geographic or Niche Markets

Ad Hoc Research Studies