Institutional Consulting

In addition to services for closely-held companies, WHM Capital Advisors has regularly been engaged by corporate and institutional clients in the following areas:

Hospitals and Health Care Service Providers

  • What is our company worth?
  • Are we growing the value of our company?
  • As a not-for-profit entity, how would we measure a hypothetical shareholder return for benchmarking?
  • How much capital should we maintain based on our growth pattern?
  • Should we pay down debt or take on more?
  • What are the specific risks that affect value in mergers and acquisitions activity?
  • What will a specific acquisition add to the value of the company?


Banks

  • What is our company worth?
  • Are we growing the value of our company?
  • How would we maximize the value of our entity?
  • How would we protect our share price with large blocks of shares in a few hands?
  • What will a specific acquisition add to the value of the company?
  • How can we approach business owner prospects without leading with credit?
  • How would we implement wealth management services?


Financial Services Firms

  • What is the value of our firm?
  • How would we value a client’s business?
  • How should we build investment portfolios for business owners?
  • What scenarios should we explore in succession planning for clients with closely held companies?
  • What value would a merger and acquisition add to a client’s company?
  • How should we approach our own succession planning?