Our Expertise

As a family-owned entrepreneurial business ourselves, we understand the questions, concerns and objectives surrounding a business exit or acquisition – and we’ve made it our mission to assist other privately-held companies with annual revenues between $10 million and $500 million.

Our team is comprised of former business owners and senior-level investment bankers with a history of successful deal experience. We take on a limited number of deals each year in order to give every client our full attention.

We are active members of several industry organizations, including the international M&A-advisor group GlobalScope Partners and the Association for Corporate Growth, a global organization of investors, executives, lenders and advisers to growing middle-market companies. In addition keeping us on top of business trends and best-practices, our participation in these groups helps us connect our clients with potential buyers, sellers and investors, both here in the U.S. and abroad.