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What others refer to as

"Lower Middle Market"

is our Sweet Spot.

Company Evolution

Not every entrepreneur wants to exit their company immediately but prefers "an evolution" of their company that creates commercial opportunity, corporate maturity as well as some liquidity. We've helped many founders leverage the infrastructure, client relationships and resources of a larger strategic partner (acquirer) to provide a more exciting future for their business.

Not all transactions are simple binary decision of "should I sell or not?" Today's market provides more nuanced and creative alternatives.

Investment banking

When it is time to sell your company, our process will help you maximize its value. From pre-deal strategic planning, to target development & identification to negotiation and eventually closing your deal. You will have a trusted, experienced advisor throughout the process.

In many of our transactions, evolution is the objective rather than exit. We're experts at identifying strategic acquirers that allow entrepreneurs to leverage the resources and relationships of larger organizations to maximize their talents and create greater total value.

Exit Planning

One day you will leave your business – how effectively and efficiently you accomplish that objective will be dictated by the quality of planning 1-3 years before you sell your company. We will work with your current legal and tax advisors to develop an encompassing strategy to maximize your business value and minimize your tax impact.

You will accomplish much more with our proven process, custom designed to realize your personal planning objectives.

Our process puts a unique twist on the typical "banking process" and the results have created happy, raving and wealthy fans who go forward to make an even bigger impact in our world.

CEO Comments

About Us

When it is time to sell your company, our process will help you maximize its value. From pre-deal strategic planning, to target development identification to negotiation and eventually closing your deal, you will have a trusted, experienced advisor throughout the process.