While we work with companies of all sizes, our specialty is working with lower middle market privately held companies. Because of our unique “client centric” approach, we are able to gain an in-depth understanding of each client’s business in order to provide the best advice possible, even if that means not pursuing an engagement. Once we undertake an engagement, we manage every step of the process to ensure the optimal outcome.
Our services include:
Capital Raise – having access to long term capital is vital to a company’s success. We assist our clients throughout the process, from early stage to later-stage financing, from equity to debt.
Mergers & Acquisitions – we provide both sell side and buy side services.
Valuations – we provide independent third-party valuation of a business (fairness opinions, solvency opinions, other valuations).
We specialize in offering advice and services to the lower middle market and middle market in almost every industry imaginable.
Our four major business units are:
- Corporate Advisory Services
- Strategic Analytical Services