Providing Solutions for Middle Markets

In 2002, our founders formed Strategic Advisors to serve the unique transaction needs of middle market companies, a market that is underserved by larger Wall Street firms.

The Strategic Advisors’ team is comprised of fully-licensed registered representatives (FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 79 (Investment Banking Representative) and 82 (Private Security Offering Representative)) and bring clients a wealth of expertise that helps guide them through important and complex decisions.

Strategic Advisors’ principals have closed over 250 middle market transactions, acting as both principals and advisors. In the process, we’ve developed a national presence with all levels of institutional lenders, investors, and financial and strategic buyers both domestic and international.

In short, we have historically exceeded our clients’ expectations.

Strategic Advisors does this by applying our years of experience, industry knowledge, and sophisticated techniques to produce desirable results … which means maximizing clients’ value, whether it’s for a divestiture, acquisition, or capital-raising engagement.

Behind all of these engagements, we provide seasoned professionals who have the expertise, resources, and focus needed to structure, negotiate, and close transactions. Specifically, our professionals use their experience to develop well-crafted solutions to achieve clients’ objectives, without compromising the highest ethical standards.

But there are other factors that have contributed to Strategic Advisors’ success: the use of structure-driven processes; an extensive proprietary lender, investor and buyer network; technical expertise; and an awareness of current market trends. Taken as a whole, these tools are designed to achieve success for our clients.

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