Why We Are Different
We refuse to participate in the common practice of overstating business valuations or market conditions to attract a sale engagement. Straight talk is at the core of what we say and do. We recognize this direct and candid approach may at times put us at a competitive disadvantage. Nonetheless, it is a key ingredient of our consistent, three-decade track record of over-delivering against our client’s well established expectations. We will not compromise our hard-earned reputation for competitive purposes.

Our client engagements consist primarily of founder and family-operated, lower middle market manufacturing, distribution and service companies in search of realistic solutions to monetize some, most or all of their equity through a liquidity event. These liquidity events range from “change of control” transactions and minority equity capital investments to leveraged recapitalizations and capital restructures.

Our team of operationally oriented investment banking professionals with complimentary, cross functional expertise has a proven track record across a broad spectrum of industries and business cycles recognizing and implementing viable exit strategies, liquidity events and growth initiatives. We have the proven and unique ability to procure high fit buyers, investors and lenders as part of a competitive sale process, growth strategy or recapitalization.

For private operating company owners that are not ready to execute a liquidity event but recognize the importance of planning for one well in advance, the firm offers its Transaction Preparation Process™ during which a company valuation opinion is delivered and bank/investor/buyer evaluation materials prepared. This proven process enables private operating company owners to better manage their ownership succession and capital strategies including selectively and confidentially responding to unsolicited buyer/investor inquiries.