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
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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