Strategic Evaluations

Alternative strategies

Expansion opportunities

Business Valuations

Intangible Impairment Testing
Capital Planning
Private Placements of Debt or Equity

Fairness Opinions

Corporate Recapitalizations

Loan Sales and Purchases

Takeover Defenses


Strategic Advice with Execution

Planning Your Future

It's one of the most important things we can do, but it's also the most overlooked. Here at Candler Morgan, we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you.

Committed to Sound Advice, Solid Analysis, and Outstanding Execution


Candler Morgan has successfully executed in excess of 300 transactions, either as advisor or Principal, since its formation twelve years ago. We pride ourselves in selling services, not products. As each assignment is different, we take every effort to understand the primary drivers for any transaction. After extensive consultation with management and the Board of Directors, we develop a unique plan to meet the objectives of the client. We carefully assess the key trends and developments affecting the client and the industry and identify the strategic alternatives available. We consider the economic impact, risk, timing, and related issues associated with each strategic option. Once a strategic direction is determined, we provide a concise blueprint for achieving the agreed upon objectives.

Unlike many of our competitors, our senior bankers are intimately involved with all phases of every engagement. We do not shift the executions to junior associates. This philosophy has been a critical element in establishing our reputation and ensuring our clients the best execution available.

We believe in providing a broad array of services, but not trying to be all things to all people.  We would rather offer limited services at an exceptional level than an exceptional number of services at a limited level.