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Active Advice. Integrated Approach. Transaction Success.

What We Do

As a boutique financial services firm, we offer individuals and companies transaction support and strategic advisement for the purchase and sale of businesses, bridging the need for high value-added services in the lower middle market segment. We take proven techniques and combine them with innovative solutions to accelerate the mergers and acquisitions process, achieve maximum value and create long-term financial success.

Mergers & Acquisitions: Transaction Services

From business valuations to information memorandums and financial due diligence, we provide both leadership and tactical support to clients in the mergers and acquisitions process. Our comprehensive processes ensure high-quality reports and analysis that focus on the most important aspects of transactions while delivering facts and figures in an easily understandable format.

Pre- and Post-Transaction Strategic Support

Our consultative CFO services provide companies with the financial leadership needed to move from moderate sustainability to scalable long-term growth. With a focus on creating effective systems and generating healthy profits, we help our clients develop and expand their operations, build a financial team and pursue business growth.

Discover how we can help you.

We specialize in manufacturing, distribution, construction and service companies with $3 million to $50 million in revenue.

We specialize in manufacturing, distribution, construction and service companies with $3 million to $50 million in revenue.

Our Clients

Professional Advisors

We compliment the work of professional advisors by providing value-added documentation, analysis and transaction support that enhances the client experience, accelerates funding, and maximizes value.

  • Mergers & Acquisition Attorneys
  • Traditional & Non-traditional Lenders
  • Private Equity Groups
  • Wealth Managers
  • Business Brokers

Business Owners

We assist business owners and management in selling their company, making acquisitions, making key strategic decisions and navigating and executing on transitions of ownership. We take an active approach with the goal of optimizing value and reaching the client’s objectives.

  • Manufacturing
  • Distribution
  • Construction
  • Service Companies


We assist prospective business owners, including individuals and businesses, with the buying process by analyzing and validating the financial, operational and strategic value of acquisitions as well as identifying risk and opportunities in order to make informed decisions and negotiate a favorable deal.

  • Private Businesses
  • Private Equity Groups
  • Family Offices
  • Entrepreneurs

Find out how we can help your business.

Our Company Specialties


Service Companies


Private Businesses
Private Equity Funds
Family Offices


Business Reviews and Valuations
Pitchbooks and Confidential Information Memorandums (CIM)
Funding and Credit Memorandums
Financial Due Diligence