Where We Come In
Leveraging deep industry knowledge and a personalized approach for all of the following services.

Advisory
Interface with the market, communicate value proposition, create options and maximize value.

Advisory
Source privately-held companies in support of an industry consolidation.

Raising Advisory
Access private sources of debt and equity capital for private or closely held companies.

Banking
Partner with our network of high-net worth individuals to acquire minority and majority stakes in private companies.
Where Our Mission Starts
All of our business is relationship-focused but our involvement normally begins in the following ways:

Qualify unsolicited interest from potential buyers and recommend approach to drive a competitive M&A process.

Communicating major step function growth to a targeted pool of highly qualified buyers.

Assisting owners nearing retirement in transitioning day-to-day operations and maximizing value through a sale.