Portfolio Analysis, Merger Acquisition, and Transaction Advisory for Urban Edge CDC

City
Boston, Massachusetts
Country
USA
Client
Urban Edge CDC
Date
2026

Project Details

AHI was engaged by Urban Edge CDC to serve as its financial advisor in evaluating a potential combination with Nuestra Comunidad CDC. The services include assessing the feasibility, risks, logistical mechanisms, and strategic value of a merger or financial recapitalization.

Services provided:

· Advising on combination structure and potential outcomes

· Supporting evaluation of financial scenarios and organizational alignment, and Structured Go/No-Go decision framework to support board vote and 60-day integration roadmap 

· Facilitating negotiations and relationship-building with CDC’s leadership

· Advising on wind-down options should a combination not proceed

· Developed a comprehensive due diligence tracker covering portfolio risk, financial liabilities, board consents, legal obligations, and transition sequencing

No items found.