We Are an Investment Banking Leader in Valuation, M&A, and ESOP Advising
Who We Serve
Our clients are growing, closely-held, profitable businesses that have generally grown beyond the initial founder and are ready for the transition to the next generation, or they are looking at possible exit strategies such as a third-party M&A transaction or an ESOP.
As an investment banking firm, we work with our client's trusted advisors such as attorneys, CPAs, bankers, and wealth advisors to help them reach their desired outcomes that extend far beyond just dollars and cents.
Who We Are
We’re driven by our core mission to be a highly-respected, ethically-guided, full-service investment banking and financial consulting firm that is focused on working with owners throughout the lifecycle of their business and helping them reach their dreams and preserving their legacy.
No matter your business goals, we have the experience and expertise to help you make the most of your business investment, evaluate potential transition alternatives, and take advantage of value creation opportunities.
Market volatility and economic uncertainty inevitably leave business owners wondering about the future of their companies. Whether you’re planning an exit in the immediate future or just weighing the possibility of leaving someday, a crisis is a great time to contemplate your business exit plans. The COVID-19 pandemic has changed the M&A world, but we […]Read More
Whether you’re currently contemplating a third-party sale or just starting to think about your business transition, you should definitely consider how an Employee Stock Ownership Plan (ESOP) exit strategy may be a great fit. ESOPs may not be the most publicized business transition option, but this may be because owners and/or their advisors (Attorney, CPAs, […]Read More
Many entrepreneurs think that they need to find a big buyer to get top dollar for their business. Bigger isn’t always best, though. Sometimes strategic buyers who are smaller and see the value in a company are even better. No matter the exit goal, business owners must be strategic about when and to whom they […]Read More
It's crunch time. Discover how our services can work for you by contacting us today for your free consultation.