Kerlin has particular interest and expertise in the following types of assignments:

  • Mergers and Acquisitions: Valuing, structuring, developing financial models, negotiating and providing strategic advice for mergers and acquisitions


  • Raising Permanent Capital that is important to the future of the company as a result of expected acquisitions, internal growth or refinancing requirements. Kerlin has been involved in equity, mezzanine and debt financing from both public and private sources
  • Shareholder liquidity planning and execution that result in mergers, partial recapitalizations, initial public offerings, private equity investments and ESOPs
  • Process issues that involve special expertise and advice for CEOs and Boards of Directors