Tellson Holdings, Inc. is a combination of financial services, strategic alliances, charitable efforts, and the services of a fully licensed broker-dealer, Tellson Securities, Inc. Our principals and partnerships date back to 1981, and for over 39 years since the principals of Tellson have offered mergers & acquisitions advice, capital markets advice, project finance advice, pre-transaction advisory, financial restructuring, and business valuation services to emerging growth and middle-market companies. The firm is headquartered in Irvine, CA with offices located in major financial centers around the world.
Our firm is focused on achieving results for business owners and operators through three main avenues:
Accurately determining the current fair market value of their business
Advising owners on concrete value drivers to grow and maximize enterprise value
Actualizing their business’s value in the capital marketplace by creating opportunities for liquidity
Our clients benefit from our extensive global reach with distinguishing institutional ties. Our long-standing presence affords Tellson unparalleled insight, expertise, and access.
Areas of Operation
Tellson Securities provides a broad range of investment banking services to emerging growth and middle-market corporations, as well as financial institutions. Services include strategic advisory assignments with respect to mergers and acquisitions, divestitures, corporate restructurings, spin-offs, risk management, acquisition financing, project financing, and debt and equity private placements. These services include local and cross-border transactions.
We utilize our expertise in business analysis and valuation to properly assess both the qualitative and quantitative merits of your business and come to an accurate fair-market valuation. We offer services with respect to business valuations, fairness opinions, earn-out valuations, intangible and IP valuations, financial reporting, tax valuation, expert testimony, sale price determination, succession, and exit strategy.
We seek to apply creative solutions to your businesses most challenging issues. Whether it be returning a company to profitability or salvaging viable assets, our services are offered with respect to recapitalizations of debt and equity, distressed M&A and special situations, out-of-court reorganizations, DIP and exit financings, chapter 11 restructuring, and 363 sales.
Our Pre-Transaction Services Group is highly skilled at allocating investment resources, reducing risk, and increasing the certainty of key decisions. Our services include business exit value enhancement, strategic alternatives, corporate restructuring, and debt advisory.