Experienced. Focused. Effective.
Many years of worldwide operating management experience along with extensive transaction experience and a broad network of business associations enable us to provide highly effective merger and acquisition support as well as strategic planning and other business development services to privately held and corporate clients.
What We Do
- Sell-Side Advisory and Transaction Support – We help our clients to find the best next owner of their business, transition ownership and achieve their valuation objectives.
- Buy-Side Advisory and Transaction Support – We help our clients grow through strategic acquisitions.
- Capital Formation – We help our clients access the capital they need for growth, owner liquidity or deleveraging.
- Recapitalization – We help our clients reduce risk, gain liquidity and retain control.
- Business Market Value Assessments – We help our clients answer the question: What’s my business worth?
- Strategic Planning – We help our clients unlock additional value with a StrategicAction® Plan that is insightful, real and actionable.
- Sales Improvement Program – We help our clients achieve above-market organic growth with an SIPAction Plan that enhances focus and communicates unique value propositions.
We help clients achieve superior outcomes
- Road Map – focus, create competitive advantage, execute
- Committed and Motivated Management Team
- Above Market Results: sales growth, profitability, cash flow and value
- Growth – through strategic acquisitions
- Reduced risk – new capital for growth, owner liquidity
- Ownership Transition – owner liquidity and the best next owner of the business