M&A Advisory Expertise​​​

We offer a range of investment banking advisory services specifically tailored for the needs of middle market clients.  These services include mergers and acquisition advisory, private capital raising, and financial advisory services.

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Middle Market Focus​​​​

We focus solely on middle market M&A transactions in advising a diverse portfolio of clients, such as entrepreneurs, families, investors, private equity firms, creditors, and corporations. 

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​​​​Industry Specialists, Not Generalists​

Our teams are led by industry specialists whose knowledge and experience is a key enabler in finding the right angle to develop our "best-in-class" results.  We have gained deep sector knowledge across our key industries from a high level of deal activity and unparalleled relationships.

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Superior Client Results​​​

Leveraging deep industry experience and diverse backgrounds, we bring much more to the table than just a financial toolkit.  Our proven track record is well-evidenced by a 92% completion rate on sell-side mandates.  The frequency of repeat business with our clients illustrates their appreciation for our unique qualifications.

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Well Recognized Brand​​​

Significant activity closing over 310 deals has established our strong brand recognition amongst the strategic industry participants, private equity firms, transaction advisory community, and private business owners across the middle market.  Further strengthening our brand, we have developed unparalled relationships with key decision makers in the industries we serve.

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Entreprenuerial Heritage​​​

We appreciate the challenges our clients have faced starting, growing, and managing a successful business -- as we have done the same.  Our co-founders started our firm in 2009 and we share the same values and pride in what we have built with our private business owner clients.  So too have we enstilled the entreprenuerial mindset in each of our team members.

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Unbiased Advice​​​

Since we are not part of or affiliated with a larger institution, we are able to provide independent advice without any conflicts of interest.  Our unbiased approach results in doing what is right for our clients in maximizing their transactional goals with best-in-class outcomes.