Business Details
35 Years
experience
Trusted Financial Advisory Services for Corporate Growth
Since 1991, Shields & Company & Company has provided corporate finance advisory services to owner-entrepreneurs, family-owned businesses, and closely held public companies. Our team of seasoned professionals combines senior-level attention with tailored processes to develop exit strategies, achieve financial objectives, and deliver exceptional transaction outcomes. With over 100 years of combined corporate finance experience on Wall Street and regional firms, we specialize in business services, niche manufacturing, specialty distribution, and technology sectors. Our independent, client-first approach ensures unbiased analysis of strategic alternatives while maintaining a strong focus on maximizing shareholder value.We have facilitated numerous high-profile mergers, acquisitions, and recapitalizations, leveraging a disciplined transaction process that minimizes risk and optimizes deal terms. Our valuation practice complements M&A services through rigorous analysis and expert litigation support, with principals recognized by the American Society of Appraisers. Headquartered in Waltham, Massachusetts, we serve clients across North America, maintaining long-standing relationships through professional execution and consistent delivery of superior results.
Services
Business Valuations
Corporate Advisory
Mergers & Acquisitions
Fairness Opinions
Financial Reporting
Tax Planning
Litigation Support
Debt Capital Raise
Corporate Divestitures
Corporate Governance
Details
- Year established: 1991
Highlights and features
- We offer over 100 years of combined corporate finance experience from Wall Street and regional firms
- Our tailored transaction processes ensure strategic, client-specific solutions for complex deals
- Senior-level professionals provide expert market insights across specialized industry sectors
- Proven success in facilitating high-value M&A transactions and recapitalizations
- Recognized valuation practice with American Society of Appraisers members and litigation expertise
Associations and certifications
- FINRA
- SIPC
Services
Mergers & Acquisitions
Our M&A practice provides comprehensive transaction support from initial strategy development through closing. We identify value drivers, position companies for market, and negotiate optimal deals while minimizing operational disruption. With expertise across business services and manufacturing sectors, we deliver superior valuations and deal certainty through our disciplined, multi-step process.
Business Valuations
We deliver objective, independent valuations for public and private companies using sophisticated methodologies. Our services support financial reporting, tax planning, litigation matters, and strategic decision-making. Accredited professionals provide defensible analyses that have successfully withstood court scrutiny in securities valuation disputes.
Corporate Advisory
We advise on capital structure optimization, corporate governance, and strategic alternatives to maximize shareholder value. Our services include evaluating tax-free spin-offs, repurchase programs, and going-private transactions, combining market expertise with tailored execution.
Fairness Opinions
We provide independent financial analyses to assess transaction fairness for boards and shareholders. These opinions support decision-making in acquisitions, divestitures, and restructurings while fulfilling fiduciary responsibilities through rigorous, transparent methodologies.
Tax Planning Valuations
Our 409A valuations and estate/gift tax appraisals ensure regulatory compliance while supporting client objectives. We follow AICPA guidelines and IRS requirements to deliver accurate, defensible valuations for compensation planning and wealth transfer purposes.
Questions
What services does Shields & Company & Company & Company specialize in?
We specialize in mergers and acquisitions, business valuations, fairness opinions, and corporate advisory services across business services, manufacturing, and technology sectors.
Why choose independent financial advisors?
Our independence ensures unbiased analysis and tailored solutions focused solely on maximizing client value without conflicts of interest.
When do I need a 409A valuation?
Required for stock options in private companies to ensure compliance with IRS regulations and avoid potential penalties.
How do fairness opinions protect company boards?
They provide independent financial analysis to support board decisions during transactions, reducing fiduciary liability risks.
Can you assist with charitable contribution valuations?
Yes, we provide IRS-compliant appraisals for privately-held securities used in charitable donations or gift tax purposes.
What industries do you focus on?
We specialize in business services, niche manufacturing, specialty distribution, and technology, life sciences sectors.
