As a partner, we work to ensure our clients understand the broader impact a transaction has on their company, employees, family, wealth and personal lives.

Everything we do originates from an express desire to meet the unique objectives of each of our client partners.  We impact their success by bringing a range of solutions and approaches drawn from nearly 200 years of collective deal experience.  Operating experience, board experience and investment experience ensure we maximize value, not just dollars.

Our services include transaction advisory for buyers and sellers, financing and recapitalization assistance, and divestitures. We understand the impact of growth aspirations and the implications of succession challenges. We have been in your shoes. Our experience provides us with an understanding of all perspectives and the insight to anticipate actions throughout the transaction.

Our research-driven process and broad perspective leverages more than just our past experience and places our partners in position to achieve their goals in today’s market.  We have worked with hundreds of companies and analyzed dozen of industries.  We are not merely financial engineers. We figure out what makes our clients different and what drives their business. We utilize that understanding to showcase the value to the right partners.

Our extensive service offering allows us to provide unbiased advice that will assist our partners in achieving their goals and maximizing value.

 

Buy Side Advisory

A research-driven process has given us success in finding the right companies to meet our client partners’ needs in whatever geography they are focused. We make sure the strategy drives the deals and assist throughout the entire acquisition process for one-time deals and ongoing initiatives. 
 

Sell Side Advisory

Our sell side advisory services are anything but traditional. Our experience as operators and investors allows us to identify and highlight specific value drivers for potential acquirers, widening the field and maximizing value for our client partners.
 

Financings and Recapitalizations

We specialize in securing financing for businesses. There are more options than most organizations realize. Whether you want to buy out a partner, make acquisitions or merely take a few chips off the table, we present options that don't require giving up control and go beyond traditional lenders.