Services
We are proud to lead strategic projects that create value while considering the impacts on all stakeholders involved including investors, leadership, and employees.
CORPORATE ADVISORY
Financial Management
Strategic Financial Advisory
Strategic Planning & Improvement Initiatives
Corporate Development
Investment Banking
Corporate Development / Buy-Side M&A
Capital Raising & Financing
Sell-Side M&A
SELECT PROJECTS
Strategic Financial Advisory↓
Growth and strategic financial planning facilitating investment rounds for early stage new concept grocery chain looking to expand geographically.
Strategic Planning & Improvement Initiatives↓
Growth and strategic financial planning for regional food service chain looking to expand its brand geographically and provide for long-term transition from the business.
Growth and transition planning for home improvement services company preparing it for long-term sale.
Capital Raising & Financing↓
Growth and financial planning advisory services facilitating investment rounds for fast-growing international wound care biologics company introducing innovative products to the market.
Corporate Development / Buy-Side M&A↓
Acquisition of multiple add-ons consistent with growth strategy of lower middle-market manufacturing and distribution company serving retailers and brands.
Sell-Side M&A↓
Sale of lower middle-market transcription services company to large private equity platform in adjacent industry. Assisted in value creation by providing strategic financial advisory as well as navigating complex shareholder legal issues.
Fast, efficient sale of niche consumer product business to third party buyer in its industry providing for an owner transition.
M&A transaction support for middle-market cabinet and countertop manufacturer to a prospective buyer sourced by ownership and management.