INDUSTRY FOCUS | Industry Knowledge and Relationships.

Whether you need assistance with selling your company, financing or an operational challenge, the best way to succeed is to align yourself with the best industry specialist. Our merger, financial and operational specialists have an average of 20 years of experience. Our team works with the business owner to make sure all the variables are considered in meeting your goals and ensuring that shareholder value is being created.

EXPERIENCED TEAM | Over 1,000 transactions and an average of over 20 years of experience per team member.

Our team's experience and industry experts separate us substantially from other merger, financial and operational advisory firms. In addition to over 1,000 client transactions handled by our team, we have bought, sold, financed and owned companies. Our team members have a long history of active participation in industry associations, including board positions and past association presidents. This is invaluable experience which makes our team especially effective in understanding the complex engagements and knowing the right steps to take.

LOOKING BEYOND THE NUMBERS | Ability to find the value where others don't know to look.
Truly understanding the core value of a business beyond the numbers is critical in both determining the actual value as well as understanding which partners would find the most value in the business. Our team's thorough understanding of operational aspects of building and running companies allows us to assist the owner or CEO in creating and realizing shareholder value.

INTERNATIONAL SCOPE | Transactions and relationships.
Globalization is upon us. The right deal is often outside of a local area and increasingly beyond a country or a continent. We have transactional experience in various parts of the world.