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 About Us<pre> Specialists in Ownership Transition Planning <pre> and Capital Advisory.   <pre> We offer expertise, experience, and <pre> a commitment to exceed client expectations. </pre> | Feasibility Assessments<pre> We help middle market companies evaluate <pre> alternative ownership transition strategies.   <pre> Our feasibility assessments address questions <pre> regarding valuation, structuring, and financing. | Debt and Equity Placement<pre> We raise debt and equity capital to support <pre> refinancings, recapitalizations, mergers, acquisitions, <pre> MBOs, ESOP transactions, and growth capital initiatives.   <pre> Our professionals have established relationships <pre> with debt and equity providers nationwide. | M&A Advisory<pre> We offer objective advice on mergers, acquisitions, <pre> sales, divestitures, and management buyouts.   <pre> Our team has experience in identifying potential <pre> acquirers and targets and negotiating terms <pre> with transaction parties and financing sources. | ESOP Advisory<pre> We provide liquidity opportunities for shareholders <pre> and create additional employee benefits through <pre> the use of Employee Stock Ownership Plans (“ESOPs”).   <pre> Our tailored solutions take into consideration <pre> shareholder objectives, tax and financial implications, <pre> corporate structure, and ERISA regulations. |
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About Us
Objective Advice
Tailored Analysis
Trusted Expertise
Proven Results
Feasibility Assessment
Debt and Equity Placement
M&A Advisory
ESOP Advisory
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