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

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
By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Ok! Got it!