We offer transactional management, guidance, and coordination of
small to medium sized private equity, investment banking, merger and
acquisition, and business brokerage projects. Our engagements often
include the entire process from strategically sourcing and
coordinating all parties of the transaction, valuation and financing
consulting, deal structure guidance, and preparation of various
post-closing issues. Financial packaging is one our core strengths.
Our packaging development is exhaustive, thorough, highly credible,
and focused on maximizing attractiveness with interested parties of
equity and debt providers.
We work with interested
parties and clients nationally on a very broad-scale
basis, as well as regionally, or on a small-scale basis to particular
local market. We're acutely familiar with the confidential nature
of a buy/sell transaction and we address the topic with emphasis
Small to Mid-sized
We entertain small to mid-sized private equity projects, investment
banking projects, merger and acquisition candidates, and business
brokerage deals, and real estate investments. These range in size and
are evaluated on a deal-by-deal basis.
Private Equity, Investment Banking Projects
Depending on various strategic business characteristics, we
sometimes take on small to mid-sized investment banking / private equity
deals. We have a network of opportunistic private equity capital
investors who make equity participations depending whether or not they
are "a fit" with their interests.
Mergers & Acquisitions,
We offer full and partial-service client
representation. We provide structured and methodical M&A
and business brokerage management services, but yet tailored, if necessary, to
meet the individual needs of the client.
With Whom You Can Relate
Not only are we seasoned at guiding principals through all of
the various phases of the transaction, but we are also experienced business owners, buyers,
and sellers. We have bought, sold, owned/operated, grown, "turned-around", and consulted with
businesses and their owners on all phases of acquisition, ownership, growth, management, marketing, financing,
divestiture, etc. Put simply, having "walked the mile in your
shoes", you'll find we can relate to whichever phase of a
you're in. We know and understand your endeavors, wants,
needs, and goals. We've been there.
We're always interested in great business contacts. If you're a
rainmaker and you've got something interesting, feel free to call. We'd
love to talk. Our preferred method of sourcing deal flow is through our