We support asset managers, investors, owners, buyers, and sellers of private companies and small businesses with clear and meaningful financial analysis and advice, and champion their interests in a transaction.
We build relationships and collaborate with our clients, their advisors, and other trusted experts, with a goal of positively impacting each through our efforts.
Fair Terms: We develop an engagement agreement that is transparent and aligns interests.
Collaborate: We care about partnering with you, your advisors and other outside experts.
Exceed Expectations: Our drive, expertise, experience, creativity, and connections create value for you and your organization.
Commitment: We work hard for the right to be your trusted advisor today and in the future.
Merger & Acquisition Advisory Services: We advise investors and owners in the acquisition and divestiture of businesses and business interests with services such as: M&A financial due diligence/quality of earnings, financial modeling, fairness opinions, purchase price allocations, and other consulting services.
Investment Banking Services: We guide privately held companies through each step of a transaction process to complete the sale of their business including: valuation and market analysis, preparation of marketing materials, presentation of the acquisition opportunity to strategic and/or financial buyers, negotiation of terms with potential buyers, and completion of the transaction.
Deep Expertise and Experience: We draw from our training, experience, and relationships from years of client service at leading consulting firms.
Extensive Relationships: We consult with experts across industries and disciplines to solve challenges and close transactions.
Value: We deliver first-rate services with flexible engagement structures so you can avoid the burden of significant overhead investments.