Investment Banking

We focus on serving the needs of growing lower middle-market companies.

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Optimize Capital Structure & Liquidity

  • Use of debt, equity or a combination

  • Financing terms assessment

  • Source financing

  • Create liquidity strategies via cash flow & budget analysis

Pursue M&A (as Buyer or Seller)

  • Define corporate & personal goals for transaction

  • Develop targeted approach to identifying suitable buyers

  • Source, evaluate & structure transactions

  • Manage the deal process

Professionally & Personally

  • Explore and model options

  • Assess rational & emotional sensitivities

  • Create a clear roadmap

Put Our Experience to Work For You

We are seasoned dealmakers and negotiators and have executed billions of dollars in transactions across multiple industries.

Our deep relationships within the private equity and venture capital arenas help us accelerate deal execution efficiently.

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Industries We Serve

Pharmaceutical Services & Life Sciences

Technology

Healthcare

Sports & Entertainment

Manufacturing & Distribution

Food Processing

Business Services

Real Estate & Construction

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Communicate Value to the Marketplace

Understanding what drives value and makes your business exceptional is part of a very rigorous process to help communicate value to the marketplace.

Our extensive research process on buyers allows us to identify the right parties that match with your goals and expectations for a positive financial outcome.

Let's Start a Conversation About Your Financial Future

Whether you’ve started scaling your company, are looking for an exit opportunity, or planning for your family’s financial future, we can help you take the next best step.

Discover Extraordinary
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