Our clients accelerate their growth, discover their true value and execute complex financial transactions with confidence.
We serve owners of small and medium-sized enterprises during their most complex strategic and financial challenges — mergers, acquisitions, recapitalizations, financings, and pre-transaction value building. Our clients benefit from timely market intelligence, research-driven solutions, and world-class transactional advice. We anticipate adversity, think creatively, and drive desired outcomes while helping owners balance complex deal-related tradeoffs.
Our Mission is to level the playing field for founder-led companies and business-owning families as they pursue their most important transitions and transactions.
Extraordinary exits don’t happen by chance. They are willed into occurring years in advance — by instilling a business with a particular set of valuable attributes. We employ a research-driven methodology that accelerates the market value and marketability of your business, thus enabling you to choose from a variety of exit possibilities.
Contrary to popular opinion, the best deal outcomes are not reliant upon insider relationships or unique industry insights. Our clients prefer to cite qualities like tenacity, analytical rigor, integrity, independence, and freedom from conflicts.
During a business cycle downturn or a global health crisis like the current pandemic, the resulting economic uncertainty can significantly increase both business and investment risk.
Successful entrepreneurs are good at setting measurable goals. If you’re like most owners, you have a profit goal you want to achieve. You may also have