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Middle Market Investment Banking Firm

  • Seasoned professionals with backgrounds in investment banking, private equity, accounting and taxation
  • Principal shareholders have worked together for over 20 years
  • Have closed over 200 middle market transactions as principals and advisors

M & A and Private Placement Advisory Services

  • Strategic consulting service creates & explores all realistic alternatives
  • Process results in selected strategies tailored to meet clients’ goals & objectives
  • Acquisition, divestiture advisory & capital formation via private placements of debt & equity
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Services targeted toward the Middle Market

  • Companies with valuations of $10MM to $300MM
  • Considering sale, acquisition, expansion, wealth diversification or transfer
  • MBOs, LBOs, Divestitures, Recapitalizations or Restructuring

Guiding Principles

  • Committed to fully understanding clients’ goals & objectives
  • Provide customized solutions to meet clients’ goals & objectives
  • Support solutions by in-depth due diligence and analysis
  • Senior level attention on every assignment
  • Exceed client expectations via confidential processes & deal expertise
  • Provide clients access to national market of lenders, investors & acquirers
  • Accept engagements on a highly selective basis
  • Base fees on success of engagements thereby aligning business interest to client’s
  • Committed to highest level of performance & integrity
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