Schwartz Heslin Group, Inc.
We have long specialized in crafting solutions to the complex financial and strategic challenges of our clients.


Our firm provides strategic and tactical advice to clients in the United States and internationally, primarily working with companies with enterprise values up to $500 million. These clients primarily include family-owned or closely-held businesses, private equity financial sponsors, emerging growth companies, credit institutions, and individual entrepreneurs. We focus on solving our clients most unique and complex issues, providing advice to key decision makers, senior management, boards of directors, and business owners, in transactions and assignments that typically are of great significant staretgic and financial importance to them.

Our capabilities address a variety of situtations and client needs. SHG specializes in three main practice areas: Investment Banking, Strategic Advisory and Valuation Services to help clients at various stages of the business cycle achieve their objectives efficiently and effectively. SHG has conducted nearly 1,000 various types of assignments worldwide across a multitude of industries. SHG’s core function lies in uniquely blending investment banking advisory services with operational consulting expertise.

SHG's senior bankers have experienced a wide range of situations, transactions, geographies and sizes in their respective careers, offering our clients unmatched practical knowledge. Our broad-based transaction experience extends across a range of investment banking services:

  • Mergers and Acquisitions ("M&A")
  • Buy-Side Acquisition Search
  • Divestitures and Sale Transactions
  • Growth Capital Raising
  • Corporate Development
  • Recapitalizations
  • Leveraged Buyouts
  • Management Buyouts
  • Transaction Structuring
  • Financial Due Diligence
  • Valuation Analysis
  • Negotiation Assistance
  • Balance Sheet Restructuring
  • Project Financing
  • Corporate Carve-Outs
  • Strategic Alternatives Analysis

We offer strategic advice where we believe we can excel based on our expertise, analytical sophistication, and industry knowledge. Our strategy partners employ a rigorous analytical framework to advise our clients on critical strategic and financial decisions. Our strategy team takes a methodical and objective approach to monitoring, analyzing and solving our clients toughest corporate issues. Our strategic advisory services include:

  • Business Plan Review & Formation
  • Go-To-Market Strategy Deployment
  • Distressed Situations
  • Joint Ventures
  • Partnerships 
  • Strategic Alliances
  • Growth Planning and Analysis
  • Profit Improvement
  • Insurance and Risk Management
  • Organizational Transformation
  • Corporate Board Structures
  • Feasibility Studies
  • Succession Planning

SHG provides clients with independent, objective, and defensible valuations for a variety of purposes. We have extensive experience in the following types of valuations:

  • Purchase Price Allocation
  • Goodwill Impairment
  • Fairness & Solvency Opinions
  • Expert Testimony
  • Estate Planning
  • Fair Value Accounting
  • Performance Benchmarking
  • Shareholder Buy/Sell Arrangements
  • ESOP Structures
  • IP Valuation
  • Damage Claims
  • Financial Reporting
  • Business Dissolutions