Services we offer

It takes a breadth of experience and sound market knowledge to prepare, negotiate, and conclude successful corporate transactions. We offer big-firm capabilities with a small firm feel, providing best-in-class expertise with focused partner level involvement. 

Whether you’re looking to sell your business, make an acquisition, or raise capital, our team has the expertise, experience and network to help you get the job done.


Sell-Side Advisory

Selling your business is likely one of the largest and most challenging  financial transactions of your career and not something to be taken lightly. Our expertise and streamlined process will ensure your business is presented in the best possible light to potential purchasers. We also help ensure that you and your team are able to continue running the day-to-day business with minimum disruption. We are committed to helping you negotiate a deal that reflects the full value of your business.


Buy-Side Advisory

We love working with clients who want to grow their business through acquisition and the partners of the firm have significant buy-side experience, including acting in the past as investors themselves. We have the range of experience required to assist in bringing these transactions to fruition.

We understand the challenges and pitfalls of buying – and integrating an acquisition into your existing business. We know that the day after the deal is completed is more  critical than all the days leading up to it. This is why we’re passionate about proactive transition plans to help optimize your ROI while providing comfort to you and your capital providers.


Capital Structure Support

Growing a business requires the right blend of debt and equity capital and sometimes that means getting creative in tailoring the right solution for your business and industry.

We work with our clients to manage a competitive financing process amongst various banks and, possibly, alternative lenders and/or equity investors, thereby ensuring a smooth due diligence process, while helping negotiate terms that  meet the long-term needs of the organization.

This process results in better terms, a lower cost of capital, and a stronger, mutually beneficial banking relationship.


Strategy and Long-Term Planning

Some of the most pressing short-term challenges businesses face is change – whether positive or negative. Our experience and our expertise in areas like valuation analysis, balance sheet restructuring, shareholder disputes and financial modeling make us invaluable support when faced with these kinds of pressing challenges.

Longer term challenges don’t always get the focused attention they deserve, despite the significant impact they have to the long-term viability and value of the business. Whether you are considering a management buy-out, are dealing with family succession dynamics, or are looking to bring in an outside investor, we can assist you in building the right road map for success.

Demystifing Fees

Our philosophy is to be fair, honest, and upfront when discussing fee structure to avoid any surprises.

We understand that no two engagements are identical, and we tailor our fee approach to ensure our performance is aligned with your success.

Each engagement begins with a thorough review of our client’s goals, the business, and the industry. Our promise is to stay true to our fee quotes, as our reputation is built around the trust we build with our clients.