Our Clients: Emerging and established middle-market companies across the above industries.

Our Experience: Successful completion of hundreds of sell-side M&A and Capital Raise transactions, as well targeted buy-side M&A and Acquisition Financing advisory engagements, equating to billions of dollars of aggregate transaction value. Further, as business owners, managers, seasoned investors and board members we have first-hand experience with the multi-layered, complex and often stressful situations businesses face when considering and executing a transition.  

Relationships: Access to key decision makers at leading strategic companies and industry-focused private equity firms across the United States and internationally. Strong relationships with regional and national legal, accounting, insurance, customer-feedback, risk and cyber assessment service providers that can enhance economic outcomes in both sell-side and buy-side M&A processes.

Market Knowledge: 40+ years of in-market advisory experience coupled with in-depth research across our respective industries – capturing thousands of M&A transactions for publicly-traded, private and family-held businesses.

Geography: United States & Canada, with a focus east of the Mississippi.