WHAT WE DO
Our Services.
At Bardi Co., we strive for excellence in every assignment, and we take pride in our ability to service our clients through creative solutions, sheer endurance and deep understanding of market dynamics. In line with our values, we engage with our clients only when we are confident, we will be able to attain the highest level of client satisfaction. Our only objective is to achieve our clients' goals whether it is about closing an M&A transaction or pursuing specific investment objectives.
Bardi Co. offers unbiassed advice supported by rigorous market intelligence and analyses, with the objective of maximizing our clients' shareholder value. Consistent with our mission, we focus on offering investment banking and assets management services to companies with revenues between $10 million and $1 billion.
INVESTMENT BANKING
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
CORPORATE FINANCE 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
ACQUISITION ADVISORY
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
MARKET RESEARCH & ANALYSIS
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
ASSET MANAGEMENT
As a registered investment advisor, Bardi Co. is an asset manager providing investment services to corporate clients, financial advisors and institutions. We offer a comprehensive range of active and passive investment styles and capabilities across different asset classes.
Working together with clients, we believe the combination of our local focus and transnational understanding puts Bardi Co. in a unique position to create meaningful solutions to our clients in order to satisfy a wide range of investment objectives.
Advisory on Buying and Selling Specific Investments or Securities
Investment Strategies
Advisory on Investment Managers
Non-Discretionary Advisory Services
Discretionary Advisory Services
Educational Services