SERVICES - Regent Financial, LLP

Solutions & Services

Regent Financial offers a wide range of advisory services across the full spectrum of strategic, financial, and operational issues for its corporate clients.

Board Advisory

Board Advisory is designed to help enhance your corporate governance practices.

Financial Restructuring

Financial Restructuring focuses on capital structure evaluation and optimization, asset-liability management, business plan review, cost of capital, debt capacity, and credit analysis.

Capital Raise

Capital Raise helps your company raise both debt and equity capital through private placements.

Credit Lines

Credit Lines are arranged for clients to support working capital requirements.

M&A Advisory

M&A Advisory includes both buy and sell-side mandates, and includes pre-acquisition planning, valuation, financial modelling, post transaction synergy evaluation, and financial consolidation.

Business Valuation

Business Valuation services includes enterprise and equity valuation that leverages NACVA approved valuation methodologies, as well as real options valuation.

Basic Valuation: Asset-Based Valuation, Market-Based Valuation, and Income (Discounted Cash Flow) based Valuation.
Extended Market-based Valuation: business performance score, asset value method, capitalization method, critical factors method, debt capacity method, industry method, comparable transactions method, and weighted factors method.
Transaction Valuation: overcomes limitations of traditional income methods; determines “best value” for the transaction/deal-structure under consideration, taking both seller’s and buyer’s requirements into account, leveraging non-linear programming techniques.
Real Options Valuation: Corrects the under-valuation of projects by valuing managerial flexibility to expand/contract the operational scale of the business, leveraging multinomial super-lattice solvers; typically delivers approx. 15-20% value enhancement, via expanded NPV.

Special Situations

Special Situations concern spinoffs, tender offers, mergers, acquisitions, distressed situations, bankruptcy, litigation, capital structure dislocations, shareholder activism, stock buybacks, and any other event that might affect a company's short-term prospects.

Business Excellence

Business Excellence involves developing and strengthening the management systems and processes of an organization to improve performance and create value for stakeholders.

Process Excellence

Process Excellence includes a customer-centric view of business processes in client organizations, recommendations for business process restructuring and implementation of process automation to reduce cost, improve revenue, and enhance customer satisfaction.

Performance Management

Performance Management includes implementation of strategy maps and balance scorecard methodologies to align strategy and execution.

Strategic Advisory

Strategic Advisory provides an independent review of your business strategy effectiveness and highlights potential areas of improvement.

Contact Us Today

Speak with our dedicated Regent Financial advisors today for expert financial guidance, including critical financing decisions, equity offerings, debt offerings, and more.

Call us today at (949) 409-7437 to book an appointment.

ESG Investing

Taxonomy from an Investment Process Perspective

Financial Advisory

The financial marketplace has evolved at a rapid pace over the last two decades. We have learned the pitfalls of M&A, synthetic risk management instruments, and the value of integrity and intrinsic value. At Regent Financial, you will have access to world-class insights from cutting-edge financial advisory services. We leverage data science, big-data, cognitive analytics, stochastic modelling, credit analysis, and risk analytics techniques to help better identify and unlock the clients' business value. Our key services include M&A advisory, corporate finance advisory, corporate strategy advisory, financial restructuring and special situations advisory.