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.
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
Business schools are known for churning out large numbers of budding entrepreneurs. But the problem is that starting your own company isn’t nearly as glamorous as you might hope, and all the theory in the world can’t prepare you for the stressful realities of buying a business. Many people do not understand how incredibly complex […]Read More
The early days of 2020 saw M&A valuations at an all-time high. But the pandemic brought the entire industry to a sudden, screeching halt. Businesses are beginning to dust themselves off, and M&A is moving again. Owners who are considering a sale now may worry about how COVID will affect their plans, their company’s value, […]Read More
It's crunch time. Discover how our services can work for you by contacting us today for your free consultation.