Services

We help middle market business owners sell their companies for maximum value

We advise clients on a variety of M&A transactions. Our clients include family and entrepreneur owned businesses. Our sell-side process is designed to maximize valuation potential, minimize time commitment & distractions, and maximize certainty of close. This is achieved though the execution of several key factors we have developed and honed over the last 20 years.


  • EXPERT KNOWLEDGE OF BUYERS AND UNPARALLELED ACCESS TO THEM. We have strong relationships with many financial and strategic buyers. Buyers value our industry knowledge and the clients we introduce them to. These relationships allow us to create a unique buyer list for our clients, maximizing market interest and competition in our processes.
  • TAILORED PROCESSES AND POSITIONING. Because each owner’s transaction goals are different, we work with our clients to develop a custom strategy aimed at realizing their specific needs. Our customized process and extensive buyer knowledge allows us to position and market our clients in a manner that maximizes the perceived value of the business for each buyer.
  • FULL-SERVICE CAPABILITIES WITH BOUTIQUE CLIENT SERVICE. Our senior bankers are actively involved in every deliverable of the transaction, with a full complement of junior bankers to provide valuable execution support. This approach allows us to provide the full services of a large investment bank combined with the high-touch involvement of a boutique firm.
  • MINIMIZED OWNER AND BUSINESS TIME COMMITMENT. An M&A transaction is an important yet inherently time intensive process. By taking an in-depth and interactive advisory role, we save our clients valuable time by managing all stages of the transaction, from the preparation of marketing materials and interactions with buyers to coordinating final due diligence with other transaction advisors. This minimizes distraction and allows our clients and their management teams to focus on running their businesses.

Process Steps

  • Collect Data. Businesses collect a lot of data. Having the right data at hand is important. We start every process with a data request and carefully review all information before moving to the next step.
  • Craft Story. We’ll work together to craft your differentiated pitch, including a company deep dive, executive summary, and management deck. While we’ll customize pitches as we go, creating your marketing materials helps us position you and increase your market value from the start.
  • Go To Market. Once we’re armed with the right data and story, we’re ready to engage a carefully procured list of potential buyers and investors for your business. We only contact buyers and investors you’ve approved and reach out to them on a confidential basis to secure a Non-Disclosure Agreement. With an NDA, we share only information and data that you’ve approved.
  • Decide. Once we’ve created options, we’ll begin filtering, qualifying, and connecting with more companies and investors as we go. We’ll work together to choose the path that best suits your goals.
  • Close The Deal. With multiple stakeholders to manage, final negotiations underway, and piles of paperwork, tensions can build. We’re here to handle the process and run with you all the way across the finish line.

We help business access the most cost-efficient capital to suite their specific goals and objectives

We help businesses secure the most cost-effective capital that can access in order to their goals and objectives. Whether your company needs debt and/or equity capital to refinance, recapitalize or to fund the next phase of growth, we have the expertise and relationships you need.


Process Steps

  • Collect Data. We live in a world filled with data. Knowing and having the right data at hand on your business is important. We start every process with a data request and carefully review all information before moving to the next step.
  • Craft Story. We’ll work together to craft your differentiated pitch, including a company deep dive, executive summary, and management deck. While we’ll customize pitches as we go, creating your marketing materials helps us position you and increase your market value from the start.
  • Go To Market. Once we’re armed with the right data and story, we’re ready to engage a carefully procured list of potential buyers and investors for your business. We only contact buyers and investors you’ve approved and reach out to them on a confidential basis to secure a Non-Disclosure Agreement. With an NDA, we share only information and data that you’ve approved.
  • Decide. Once we’ve created options, we’ll begin filtering, qualifying, and connecting with more companies and investors as we go. We’ll work together to choose the path that best suits your goals.
  • Close The Deal. With multiple stakeholders to manage, final negotiations underway, and piles of paperwork, tensions can build. We’re here to handle the process and run with you all the way across the finish line.

We advise businesses and their shareholders in a variety of reasons, including, buying or selling a business; raising capital; strategic planning; estate planning; litigation; and financial reporting


We provide businesses and their shareholders with financial and valuation advisory services in a variety of situations including the following:

  • Fairness Opinions
  • Litigation
  • Gift Tax and Estate Planning
  • 409a Compliance
  • Mergers & Acquisitions
  • Partnership Buyouts
  • Intangible Asset Appraisal
  • Purchase Price Allocations
  • Economic Damages Assessment
  • Bankruptcy

Valuation Process

  • Understand the purpose of the valuation. Valuation can be used for various purposes, such as financial reporting, tax planning, M&A, or litigation. The valuation approach and methodology can differ based on the intended purpose.
  • Choose the appropriate valuation method. There are different methods for valuation, such as discounted cash flow, comparable company analysis, and precedent transactions analysis. The method chosen should align with the nature of the asset or company being valued.
  • Gather relevant data. The valuation process requires collecting data on the asset or company being valued, as well as data on the market and industry. The data should be reliable, up-to-date, and relevant to the valuation purpose.
  • Assess risk factors. Valuation should consider the risk factors associated with the asset or company, such as market risk, liquidity risk, and operational risk. These risk factors can impact the valuation outcome.
  • Review and analyze the valuation results. After conducting the valuation, it’s important to review and analyze the results, identify any anomalies or inconsistencies, and ensure the conclusions are reasonable and supported by the data.
  • Document the valuation process. Valuation requires a systematic and well-documented process, including assumptions made, data used, and the rationale behind the chosen methodology. Documentation can help support the valuation conclusions and withstand scrutiny.