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Services

Independent Advisory for Complex, Value-Critical Decisions

Barson Advisory provides strategic and financial restructuring advice to companies, boards, funds, creditors, and strategic acquirers facing high-stakes inflection points and transition mandates.

Core Practice

Four Primary Elements

Leon's advisory practice combines restructuring depth, governance discipline, and transaction execution rigor.

Out-of-Court Restructuring

Designing and negotiating out-of-court transactions intended to avoid insolvency proceedings and preserve value when feasible.

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Board and Enterprise Advisory

Full-spectrum advisory for companies and boards managing complex transformations, stakeholder pressure, and capital structure recalibration.

See governance advisory coverage →

Interim Fund Fiduciary Leadership

Independent advisor and interim replacement manager services for private capital vehicles during transition and controlled resolution periods.

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Distressed M&A Advisory

Strategic acquirer support across diligence, transaction structuring, execution management, and post-close integration planning.

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Strategic Focus

Representative Service Deliverables

Execution priorities are adapted to each mandate and stakeholder dynamic.

Liquidity and Capital Structure Strategy

13-week cash flow management, debt stack assessment, covenant and maturity planning, and lender communication architecture.

Liability Management Advisory

Amendment, exchange, and negotiated restructuring alternatives designed to improve durability and strategic flexibility.

Board Process and Governance Support

Decision sequencing, committee structure guidance, conflict management, and process record discipline for governance-sensitive outcomes.

Transaction and Integration Execution

Distressed divestiture or acquisition support from diligence through close, with focus on execution timing and value capture.

Execution Model

Service Engagement Workflow

Every assignment is run with a clear cadence and accountable workstreams.

01

Define Mandate and Decision Objectives

Clarify stakeholders, authority boundaries, timing constraints, and required outcome profile.

02

Build the Strategic Playbook

Develop actionable alternatives with quantified implications across liquidity, value, governance, and execution risk.

03

Run the Negotiation and Transaction Process

Coordinate communication, negotiation sequencing, and transaction mechanics across counterparties.

04

Implement and Stabilize

Support post-decision implementation, reporting cadence, and next-phase operating priorities.

Sector Experience

Healthcare and Senior Living Experience

Our experience covers underperforming and over-leveraged providers across the healthcare continuum, including skilled nursing facilities, for-profit and not-for-profit health systems, acute care, and behavioral healthcare providers.

The breadth of our advisory practice enables us to develop unique and often groundbreaking solutions in special situations while helping clients act on opportunities that arise during transition.

Representative Healthcare Advisory Scope

  • Debt analysis and balance sheet deleveraging techniques.
  • Due diligence related to potential sale, divestment, joint venture, or credit market activity.
  • Structuring and negotiating amendments to SNF master lease agreements.
  • Divestiture of all, or substantially all, provider assets.
  • Advising strategic acquirers on distressed-company investments, including section 363 acquisitions.
  • Negotiating debt restructuring arrangements with lenders, lessors/lessees, trade vendors, and key stakeholders.

Frequently Asked Questions

Services FAQ

Common questions from boards, sponsors, and management teams evaluating advisory support.

What is the difference between board advisory and corporate governance advisory?

Board advisory focuses on strategic alternatives and transaction pathways, while governance advisory concentrates on process integrity, fiduciary standards, committee structures, and defensible board decision records.

Do you handle liability management exercises?

Yes. Liability management support may include amendment and exchange strategy, creditor alignment, relative-value analysis, and execution planning to improve durability of the balance sheet.

Do you provide interim manager or general partner replacement services?

Yes. Barson Advisory can serve as an independent advisor or replacement general partner or manager during transitions requiring operational continuity and fiduciary discipline.

Are services limited to one industry?

No. The practice is industry-agnostic and supports mandates across multiple sectors.