Our Services
Across markets, our goal is excellence through expertise, experience, and analytical rigour.
Asset Liability Management
ALM solutions combining diligent strategic planning and thorough risk management.
Asset-Liability Matching
We help our clients manage financial risks that arise due to mismatches between the assets and liabilities. We offer a long-term perspective and maximizing assets to meet complex liabilities.
Risk Management
The scope of our services cover:
Liquidity risk
Interest rate risk
Capital markets risk
Currency risk
Funding and capital management
Profit planning and growth
Credit Risk
Our ALM practice advises the following:
Banks
Insurance Companies
Pension Funds
Investment Firms
Financial Institutions
The Herculean Advantage: We diligently complete comprehensive analysis and research in order to help you plan the optimal positioning of your business.
Business Valuations
Leading companies turn to us for our deep experience in comprehensively valuing, modelling, and analyzing businesses and their underlying assets.
Herculean Group’s full-service valuation practice provides reliable insights to turn critical and complex issues into opportunities for growth, resilience, and long-term strategic planning.
Our objective, diligent, expert valuation advice includes:
Comprehensive business valuations
Comprehensive financial modelling & analysis
Valuations for tax, estate and succession planning
Valuation for financial transactions
Valuation for litigation support
Valuation for strategic planning
Valuation for investment decisions
Our services can be tailored for the following purposes:
Intergenerational transfers
Tax purposes
Estate planning
Estate disputes
Commercial litigation
Expropriation
Insurance claim purposes
Shareholders' agreements
Mergers, acquisitions, and other transactions
Minority interests valuation
Succession planning
Corporate reorganizations
Partner and shareholder disputes
Options & other derivatives valuation
Exotic securities valuation
And more
Capital Raising
Assessing our clients’ capital needs and presenting optimal capital raising solutions.
Financing & Credit Origination
Herculean Group has a disciplined and diligent process to target the optimal providers of capital. We then establish a competitive dynamic for the best structure, terms and pricing possible.
Debt Advisory
We work closely with our clients to achieve their debt funding requirements. We are determined to arrange the most suitable and cost-competitive debt structures available.
In addition to standalone debt raisings, we can supplement our sell-side M&A processes with staple debt solutions.
We have strong expertise in raising all types of capital, including:
Senior Debt
Subordinated Debt
Term loans
Cash Flow-Based Financing
Revenue-Based Financing
Asset-Based Financing
Private equity, Control Equity
Private Equity, Minority Equity
Mezzanine Financing
Special Situations Financing
Bridge and acquisition financing
Operating and revolving lines of credit
Refinancing & Recapitalization Advisory Services
Consulting
Providing practical perspectives and solutions.
We collaborate with our clients on their most pressing challenges while uncovering new opportunities for tomorrow by translating deep consulting experience into actionable insights and delivering results through proven capabilities.
The scope of our consulting services covers:
Growth, Marketing & Sales
Strategy
Finance
Operations
Helping clients with the development and implementation of:
Revenue and profit improvement strategies
Return on invested capital strategies
Sales and marketing management
Competitive landscape analysis
Financial analysis and forecasting
And more
Mergers & Acquisitions
Our M&A Advisory practice is distinguished by senior banker involvement, diligent analysis and industry expertise.
Companies around the world turn to us to provide strategic advice and execution support for their most important transactions and decisions.
We comprehensively advise companies on all aspects of M&A transactions. Clients value our hands-on approach, analytical insights, and extensive sector knowledge. In every mandate, we seek to provide proactive preparation, orchestrate optimal processes, and execute with the best results.
We provide advice and execution services for companies and financial sponsors on:
Sell-Side M&A
Buy-Side M&A
Cross-Border Transactions
Divestitures
Management Buy-Outs
Corporate Finance Solutions
Joint Ventures and Strategic Alliances
Special Situations
Accelerated M&A
Fairness Opinions
Investment Research
Our mission is to be our clients’ number one trusted source for investment insights and market knowledge.
Equity Research
Investors are increasingly searching for insightful research on the quickly changing equity markets to make informed decisions and to achieve their portfolio goals. That’s why we place strong emphasis on conducting rigorous and comprehensive equity research.
FICC Research
We provide leading corporations, asset manager, family offices, and investment advisors with bespoke research on fixed income, currencies and commodities. We are distinguished by our ability to research opaque and complex markets that are scarcely covered by our competitors.
Macro Research
Our macro research integrates short-term and long-term economics, public policy, interest rates, commodities, and currencies. We offer a full-spectrum of macro research; from short-term commentary on specific situations to long-term thematic idea analysis.
The Herculean Advantage: We diligently complete comprehensive analysis and research in order to help you plan the positioning of your investments and of your business.