Overview

We provide a unique set of investment banking and strategic advisory services to middle market companies, private equity groups, and management teams participating in our industries of focus. With significant middle market mergers and acquisitions experience, capital markets relationships, industry knowledge and analytical insight we have the capabilities and resource base to help clients close successful transactions. Depending on the nature of the assignment, we either fully integrate the capabilities of our strategic intelligence consultants, or engage them tactically as needed, in our deal teams.

Our services include:

Acquisition Advisory Services – Advisory services to (i) identify, pursue and execute individual transactions, or (ii) evaluate alternative growth strategies and opportunities, identify and qualify acquisition candidates/strategic partners, build a pipeline of actionable acquisition/strategic opportunities, and close value creating transactions. Learn more...

Seller Advisory Services – Customized advisory and transaction execution services to assess the feasibility and maximize the outcome of a sale or recapitalization process. Learn more...

Capital Raising Advisory Services – Advisory services that help clients evaluate financing alternatives and raise capital to fund growth initiatives, provide shareholder liquidity, or strengthen balance sheets. Learn more...

Management Advisory Services – Services to assist management teams in pursuing, structuring, negotiating and financing buyout opportunities. Learn more...

Due Diligence Services – Customized research and analysis services that allow clients to evaluate the attractiveness of acquisition candidate(s) and identify the opportunities and challenges of growing an acquired business. Learn more...