Our Services

Integrated corporate development solutions in real estate, healthcare, and financial services to empower your growth.

Tax Advisory

In a constantly evolving regulatory environment, companies engaged in mergers, acquisitions, and other transactions need to fully assess the tax implications of any deal.

Crownbridge offers a focsued range of tax advisory services designed to uncover value and help mitigate risk from mergers and acquisitions (M&A). Our M&A tax expertise can help guide you through the entire lifecycle of a deal, from establishing the value of businesses or assets to long-term tax planning and analysis.

Tax strategy builds the scaffolding to support the capital formation and structure for acquisition growth.

From simpler domestic deals to more complex cross-border transactions, we offer the experience, scale, and in-depth tax knowledge to drive tax efficiency and unlock value throughout the M&A process.

Core Services Offerings

• Sell-Side Tax Services
• Tax Restructuring
• Tax Attribute Services
• Partnership Structure Tax decisions
• Legal Entity Rationalization

Capital Formation

Crownbridge provides the knowledge and expertise that helps decision-makers structure, deploy, monitor and manage capital more effectively. Our deep industry knowledge in our focused sectors allows us to create tailored and comprehensive solutions that best fits you and your organization.

Whether you are considering an acquisition to diversify or grow your business, a sale of your company or a capital solution to continue to position your company for success, our unique expertise in a diversity of capital solutions will deliver you the results that you want.

Core Service Offerings

• Finance Readiness
• Private Credit Facilities
• SBA
• Regulation CF
• Regulation A+
• Public/Private Partnerships

In today’s environment, dealmakers are navigating real headwinds — from economic uncertainty and rising interest rates to heightened regulatory oversight and shifting geopolitical conditions. These factors can slow execution and complicate everything from valuation to closing.

Winning in this market requires more than just getting deals done — it’s about creating value at every stage of the transaction lifecycle: strategy, due diligence, integration, or separation. That takes sharper insights, innovative strategies, and a clear understanding of the forces shaping your industry.

Our focus at Crownbridge is helping clients cut through the noise, uncover opportunities others miss, and position their companies for long-term growth through smarter, more resilient deal making.

Valuations

Valuation, financial projection, financial analysis, and modeling support that drives better financial, tax, and strategic decisions

Core Services Offerings

• Complex Securities Valuations
• Tax Planning and Compliance Valuations
• Tangible Asset Valuations

Business modeling services

We support companies with financial planning, analysis, and modeling challenges including model consultancy and review services to make better strategic and financial decisions.

Core Services Offerings

• Three-statement models and cash-flow forecasting
• Deal models for mergers and acquisitions, carve-outs, divestitures, alternative public offerings, and other transactions
• Return on Investment and cost of capital calculations
• Business and asset valuations
• Leverage company, industry, and macroeconomic data to help improve forecasting accuracy
• Scenario planning and downside risk management

Deal Structuring and Execution

With our integrated aligned methodology we empower our clients with the ability design transactions that maximize value, balance risk, and align ownership with long-term growth objectives.

Core Service Offerings

• Acquisition Readiness
• 100% Buyouts — Cash, equity, or a combination of both
• Management Buyouts (MBOs) — Transitioning ownership to existing leadership
• Employee Buyouts (ESOP / Sale to Employees) — Empowering teams through ownership structures
• Recapitalizations — Restructuring debt and equity to strengthen the balance sheet
• Earnouts — Aligning purchase price with future performance

Deal Advisory