Who We Serve

You’ve built a business that serves others. Now we’re here to serve you.

Most entrepreneurs get only one opportunity to sell their company. If that time has come for you, you deserve an advisor who can recognize and scrutinize your options, confidentially present your company to the right investors, and craft an optimal solutions. We have proven track record of taking a data driven approach to research, marketing and negotiating our deals.

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 $20 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.