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.
While many business owners are brimming over with ideas for next quarter or next year, very little have thought about their exit plan. Even when they do, owners tend to give it only perfunctory thought, preferring to think on just about anything else. You’ve committed much of your life to building your business. Treat it […]Read More
ESOP Basics (Part 1) – Today, one of the best kept secrets for an owner transitioning his or her business is the use of an ESOP (Employee Stock Ownership Plan). An ESOP transition strategy has a lot of unique advantages as compared to a traditional third-party M&A sale. It could provide a WIN – WIN […]Read More
One of the most common mistakes entrepreneurs make when selling a company is not realizing the value that an experienced M&A advisor adds to the deal. They want to reduce costs, and they see advisors as little more than networkers. This misconception can hurt the likelihood of selling your company and prevent you from achieving […]Read More
It's crunch time. Discover how our services can work for you by contacting us today for your free consultation.