Whitehall Financial Advisors LLC offers the following advisory services:

Over 30 years of Primary and Managerial Analytical Experience,
including coverage of Regulated Industries

Regulatory and Legal & Political Liaison Negotiations

• Rate case testimony
• Congressional Testimony
• Financial Integrity Witness
• Corporate Ethics Review
• Political Advisory Counseling

Rating Agency Relationships

• Preparations of material and Company Managements for Rating Agency Relationships
• Preparation of Final Presentations to the Rating Agencies
• Ongoing Maintenance of the Critical Relationships between companies and Moody's and S&P — including activities aimed at achieving an Upgrade and/or preventing Downgrades

Value of Paid-Research

• Due diligence investigation carried out before recommendations are presented. Primary benefits can reveal potential problem.
• Expand the universe of potential buyers who may be interested because the costs of looking at the company will be lower.
• Company comments are less likely to change because the buyer has seen a full rundown of the business.
• The process remains secret for longer because fewer people are coming to carry out their own research into the business.
• The analytical and due diligence process can be streamlined with the work done in advance by one party and it is, therefore, less cumbersome and disruptive for management.
• The investor takes on a lot of the costs of the research process but expects ultimately to recover those costs through above average rates-of-return.
• All potential investors can be assured of at least the basic information. They may have further questions but a large part of their work is already done by an experienced professional.
• The investor takes on a lot of the costs of the research process but expects ultimately to recover those costs through above average rates-of-return.

For Additional Information or Questions Please Contact Us.