Independent advisory for growth-stage and family-owned companiesCharlotte · Atlanta · Nashville · Charleston
H&PHALDEN & PIERCE
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STRATEGY & FINANCIAL ADVISORY
Clarity for the decisions that shape your company.
We help founders and leadership teams plan growth, raise capital and navigate transitions with steady, independent advice.
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Revenue plan · FY27▲ 18%
Q1Q2Q3Q4Q1Q2Q3
CAPITAL SECURED
$24.5M
Series B · Logistics platform
CASE NOTERestructuring a regional manufacturer for its next decade.
INDUSTRIESMANUFACTURINGHEALTHCARELOGISTICSREAL ESTATETECHNOLOGYFAMILY OFFICES
28Years advising
140+Engagements completed
$2.1BTransactions supported
4Offices in the Southeast
WHAT WE DO
Senior advice, without the layers.
Every engagement is led by a partner from first meeting to final board vote.
01Growth strategyMarket entry, pricing and operating plans built on real numbers.Market sizingPricingOperating plans
02Capital & transactionsPreparation and guidance for raises, acquisitions and exits.FundraisingM&A advisoryDue diligence
03Leadership transitionsSuccession planning that protects people and performance.SuccessionBoard advisoryFamily business
SELECTED OUTCOMES
Results our clients measure.
Case studies
LOGISTICS · SERIES B$24.5MCapital raisedPositioned a regional platform for its first institutional round.
MANUFACTURING+31%Operating marginA two-year restructuring plan that kept every plant open.
FAMILY OFFICE3rdGeneration handoverA succession plan agreed by all eleven shareholders.
HOW AN ENGAGEMENT RUNS
Four steps. No surprises.
Week 1DiagnoseWe review the numbers and interview your leadership team.
Weeks 2–4ModelScenarios are built and pressure-tested against your goals.
Week 5DecideA clear recommendation, presented to your board.
OngoingExecuteWe stay alongside you until the plan is delivered.
“They gave us the clarity to make the hardest decision in our company’s history, and the plan to make it work.
CEOChief Executive OfficerRegional manufacturer · 400 employees
Latest insights
All insights
OUTLOOK · 6 MINWhat mid-market boards should plan for next year
TRANSACTIONS · 8 MINPreparing for diligence before a buyer calls
SUCCESSION · 5 MINHanding over the family business without losing it
A 30-minute conversation is usually enough to know if we can help.
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HALDEN & PIERCEIndependent advisory since 1998.
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Contacthello@haldenpierce.com(704) 555-0190