Our partners have advised colleges and universities on a range of institutional partnerships, including mergers. We assist institutions in assessing their options, given their current financial and operational situation. Based on the outcome of that assessment, we assist the institution by developing a target list of potential partners. We conduct a confidential, highly targeted process that can lead to several outcomes including merger or acquisition, institutional partnership, or a services/consortial arrangement. Our knowledge, experience, and relationships in higher education allow us to run customized, efficient, and directed partnership processes for our clients.

Our partners have assisted higher education clients in developing strategic alliances with other organizations, including higher education institutions, regional employers, and foundations. Experience developing strategic alliances have included: creating strategic partnerships with other higher education institutions to offer more academic opportunities for students; aligning institutions with the major regional employers to ensure better outcomes for students; and partnering with foundations and outside organizations to further certain institutional goals. We focus on our clients goals and develop strategic relationships to achieve the best outcomes.

Our partners have created an analytic process and framework to assess financial risks and identify options for our clients. Our process is designed to work closely with the various constituencies of the institution to better understand the situation and dynamics that the institution faces, with the goal of achieving the best outcome for our clients. Our team has reviewed, analyzed, assessed, and opined on financial plans for our clients. As financial advisors, we need to be fully informed of the financial condition of our clients and have an in-depth understanding of each client’s historic financial performance, the variables that impacted those results, how the results compared to the budget/expectations, the construction, assumptions and underpinnings supporting their financial model, as well as market and other factors that could impact future results.