We focus on serving the needs of growing lower middle-market companies.
Use of debt, equity or a combination
Financing terms assessment
Source financing
Create liquidity strategies via cash flow & budget analysis
Define corporate & personal goals for transaction
Develop targeted approach to identifying suitable buyers
Source, evaluate & structure transactions
Manage the deal process
Explore and model options
Assess rational & emotional sensitivities
Create a clear roadmap
We are seasoned dealmakers and negotiators and have executed billions of dollars in transactions across multiple industries.
Our deep relationships within the private equity and venture capital arenas help us accelerate deal execution efficiently.
Understanding what drives value and makes your business exceptional is part of a very rigorous process to help communicate value to the marketplace.
Our extensive research process on buyers allows us to identify the right parties that match with your goals and expectations for a positive financial outcome.
Whether you’ve started scaling your company, are looking for an exit opportunity, or planning for your family’s financial future, we can help you take the next best step.
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