We are a confidential advisor with a history of providing innovative and independent advice.

Our focus is founded on original ideas, long-term relationships, and building value for our clients.

We strive to help our clients achieve long-term strategic and financial goals.

Our solutions are based on years of experience combined with a clear understanding of each client’s objectives and our commitment to achieve unparalleled results.

We help clients to identify ideal acquisition targets, and quickly and effectively complete the purchase.

We assist clients, who want to sell their firm or division, in exploring strategic alternatives and determining the fair market value of their business.

Our services include many of the same services of the larger ‘Wall Street’ investment banking firms, but with more personalized attention and commitment to the success of our clients.

Our Clients ----

    Middle Market Firms

   Private Equity Firms

Overview of Services ----   
     Mergers and Acquisitions

        Buy-side Representation

        Sell-side Representation

        Due Diligence Analysis

    Structuring and Negotiating Transactions

        Leverage Buyouts

        Management Buyouts and Buy-ins

        Joint Ventures

    Raising Debt and Equity Capital

        Structuring and Securing Financing

        Private Equity - Venture Capital

        Restructuring - Recapitalization

    Private Equity

        Understanding the Investment Criteria

        Delivering Relevant High Quality Deal Flow

        Assisting with Valuation and the Investment

    Business Valuations - Fairness Opinions