Where We Come In
Leveraging deep industry knowledge and a personalized approach for all of the following services.
Interface with the market, communicate value proposition, create options and maximize value.
Source privately-held companies in support of an industry consolidation.
Access private sources of debt and equity capital for private or closely held companies.
Partner with our network of high-net worth individuals to acquire minority and majority stakes in private companies.
Where Our Mission Starts
All of our business is relationship-focused but our involvement normally begins in the following ways:
Qualify unsolicited interest from potential buyers and recommend approach to drive a competitive M&A process.
Communicating major step function growth to a targeted pool of highly qualified buyers.
Assisting owners nearing retirement in transitioning day-to-day operations and maximizing value through a sale.