Mid-market and growth stage companies have unique financial and operational challenges. The traditional investment banking approach works best for large /late stage companies and our process are uniquely tailored to derive transaction value for middle market growth companies. Our engagement begins with a complete study of your business, the changing environment in which it operates and what it needs to be more successful.

  • Experience: Over 50 years of combined Transaction & Advisory experience
  • Holistic Approach: we assist business owners throughout the entire value and exit planning lifecycle by determining value, building value, protecting and maximizing value
  • Focused Team: Multidisciplinary team assigned to each client to ensure broad expertise and exhaustive coverage
  • Innovative solutions: Proprietary deal management platform, document management platform, proprietary transaction and valuation models
  • Industry leading materials: We leverage expertise outside of just finance and accounting to prepare confidential information memorandums, valuation reports, and management presentations
  • Flexibility: Our firm is large enough to meet tight deadlines but small enough to tailor engagements to the client