Investment & Business Advisory
We assist privately held businesses and their owners in achieving strategic investment, growth, and transition objectives.
Business, Valuation, and Capital Advisory Services
We provide comprehensive business advisory, valuation, and capital advisory services designed to support privately held businesses through every stage of growth, transition, and value realization. Our advisory solutions help business owners and entrepreneurs maximize enterprise value, optimize capital structures, and strategically position their companies for future opportunities.
Business Advisory
We deliver strategic advisory services focused on enhancing financial performance, optimizing operational efficiency, and accelerating growth initiatives. Through a comprehensive approach that integrates financial, operational, and strategic insights, we help businesses unlock growth opportunities, navigate evolving market dynamics, and create sustainable long-term enterprise value.
Capital Advisory Services
We advise clients on raising capital, refinancing debt, and structuring strategic transactions. Whether navigating growth financing, recapitalizations, mergers and acquisitions, or liquidity events, Divergent provides hands-on support throughout the capital formation and execution process. Our strong network of institutional investors, family offices, and private capital providers enables us to deliver customized capital solutions aligned with our clients’ goals.
Valuation Services
Divergent delivers independent, defensible valuations for privately held businesses, supporting needs across transaction planning, shareholder reporting, estate and gift tax planning, buy-sell agreements, and litigation support. Our valuation analyses are rooted in rigorous financial modeling, market benchmarking, and industry expertise.
Exit Planning
We offer comprehensive exit planning solutions designed to position small businesses for successful ownership transitions. Our services focus on maximizing enterprise value through strategic preparation, operational optimization, and risk mitigation. Working in collaboration with legal, tax, and financial advisors, we develop and execute tailored exit strategies that align with the owner's financial and legacy objectives, ensuring a disciplined, tax-efficient, and seamless transition process.
Personalized Investment Portfolios
With DCAM, you gain a strategic investment partner focused on supporting the growth, stability, and long-term success of your business. Our team works closely with business owners to build capital strategies and investment structures that align with both near-term objectives and future enterprise goals. Our “Portfolio Flexibility” approach provides access to both traditional and alternative investment strategies through custom-built structures designed to evolve with your business needs. Through “Diversified Strategies,” we help balance risk and return across asset classes—including private credit, private equity, and structured capital—while incorporating tax efficiency, liquidity planning, and risk management into the overall strategy.
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