Our clients are privately owned companies, family businesses, family offices, and subsidiaries of larger companies with revenues in the $5 million to $100 million range.
Niche Manufacturing
Distribution & Logistics
IT Solutions
Staffing
Business Services
Medical Devices
Consumer Products
Our Guiding Mantra
Always act in our client’s best interest
Our services can be life changing. Clients are trusting us and counting on us to deliver. We will never push clients to do what is easy or expedient just to get a deal done. We always advise the best course of action for our client.
Be transparent and keep our clients well informed
We want clients to know our thinking even when it may be hard to hear. Our experience has taught us that transparency is the best practice. We make certain everyone involved in a transaction or project knows where we are in the process, what is coming next, and what is expected of each participant.
Pay attention to the details and plan ahead
We increase certainty to close for clients by attending to the details and thinking ahead so that issues are addressed before they arise and negatively impact the transaction.
Hold confidentiality in the highest regard
Confidentiality when planning and executing a transaction is critical. Without it, our client’s brand, operations, or ability to close a deal could be damaged.
Think boldly to achieve optimum results
Thinking beyond what is normal and not always just accepting market terms when tackling an issue, pursuing an opportunity or negotiating deal terms. We think beyond the obvious when deciding what buyers or acquisition targets to approach.
