Our Services

Mergers, Acquisitions and Capital Raising

We advise and represent businesses and their owners on a variety of strategic options for their business. We pride ourselves on guiding our clients to make wise, long-term decisions and executing decisively.

  • Sell-Side representation.

  • Buy-Side representation.

  • Capital Structure & Financing

  • Valuation Guidance

  • Management Buyouts (MBOs)

  • Employee Stock Ownership Plans (ESOPs)

Consulting

We deliver insight and leadership to business owners, investors and executives to overcome challenges and exploit opportunities.

  • Exit Planning & Transition Planning. Assess the current situation, define the goal(s), and develop an action-oriented plan to achieve those goal(s).

  • Review of Strategic Alternatives.

  • M&A Solutions

    • Custom engagements to achieve specific goals

    • Financial modeling, process management, due diligence support

    • Strategic Planning & Forecasting

  • General Financial Leadership Consulting.