99% of success is execution. We focus on generating value by guiding clients through the process of acquisitions and selling ownership stakes, either partially or fully, to achieve the optimal combination of price, terms, and strategic fit. Our process is defined by TENACITY and LOYALTY. Therefore, we are serious about transparency and pride ourselves in a controlled method that achieves growth, maximizes value, and ensures that your transaction crosses the finish line. All the while, we are steadfast in safeguarding confidentiality and avoiding disruptions, deal failures, and loss of trust. For the same reasons, we only work with clients with impeccable business integrity.
As experienced mergers and acquisitions specialists, we sell mid-size companies through a tailored approach designed to generate top value and deliver specific exit terms. Learn more about our approach, strategic process and how others have successfully sold their companies with our help.
We understand both the buy and sell side of M&A. That gives us an advantage when we evaluate growth opportunities through acquisition. Our thorough process begins with understanding the strategic goals of the owners and management team through the screening, contacting and evaluation of candidates to the final structuring of the deal. Learn about how we’ve done this for clients.
Get evaluated to see if your business is ready to sell or what you need to do to prepare. This 60-minute consultation with an experienced investment banker will provide invaluable advice at a critical juncture.
Our Team’s Past Successes
A Mortgage Compliance Services Company
**
Exclusive Sell-Side Advisor
A Biotechnology Company
**
Exclusive Sell-side Advisor
A Content-Aggregating Video Blog Company
**
Exclusive Sell-side Advisor
A Life Science Strategic Communications Company
$31,000,000
Exclusive Sell-side Advisor
A Fortune 200 Company
A Retail Electricity Provider Company
**
Exclusive Buy-side Advisor
A Business Process Outsourcing Division
**
Buy-side Advisor
A Testing & Measurement Equipment Company
**
Exclusive Sell-side Advisor
A Corporate Education Center Division
**
Exclusive Sell-side Advisor
A Global Management Consulting Company
**
Strategic Assessment
A Color and Additives Concentrates Company
**
Exclusive Sell-side Advisor
A Textiles Manufacturing Company
**
Exclusive Sell-side Advisor
A Window Systems Manufacturing Company
**
Exclusive Buy-side Advisor
A Loose Fit Protective Packaging Division
**
Exclusive Sell-side Advisor
A Paper Converting Division
**
Exclusive Sell-side Advisor
A Bankers Training & Consulting Division
**
Exclusive Sell-side Advisor
A Workplace Learning Division
**
Exclusive Sell-side Advisor
A Building Materials Distribution Company
**
Advised on Equity Buyback
A Wholesale Supplier of Access Controls Company
**
Exclusive Sell-side Advisor
A Propane Retail Distribution Company
**
Exclusive Buy-side Advisor
A Building Materials Distribution Company
**
Exclusive Sell-side Advisor
A Book Publishing Company
**
Exclusive Sell-side Advisor
A Newspaper Inserts Producing Company
$122,000,000
Sell-Side Advisor to Minority Shareholders
A Greetings Card Company
**
Exclusive Sell-side Advisor
A RE Leasing & Petroleum Storage Company
**
Advisor- Going Private, Reverse Stock-Split
A Specialty Medical Technology Company
$45,000,000
Exclusive Placement Agent
A Specialist Oncology Company
$17,000,000
Private Placement of Common Stock
A B2B Integrated Marketing Company
**
Exclusive Sell-side Advisor
A Social Media Company
$500,000,000
Exclusive Sell-side Advisor
A Specialty Printers & Terminals Company
**
Buy-side Advisor
A Video Search Engine Company
**
Exclusive Sell-side Advisor
A Treated Wood Poles Company
**
Exclusive Buy-side Advisor
An Information Technology Division
**
Exclusive Sell-side Advisor
An Automotive Parts Manufacturing Company
**
Exclusive Sell-side Advisor
A Specialty Chemicals Company
**
Exclusive Sell-side Advisor
A Lighting Equipment Company
**
Exclusive Sell-side Advisor
A Management Consulting Company
**
Advisor to Valuation Committee
An Automotive Parts Manufacturing Company
**
Exclusive Sell-side Advisor
A Japanese Public Company
An Amusement Ride Manufacturing Company
**
Buy-side Co-Advisor
An Appellate Services Company
**
Exclusive Sell-side Advisor
An Automotive Products & Engineering Company
**
Exclusive Sell-side Advisor
An Electrical Transmission Construction and Maintenance Services Company
**
Board Advisor on Takeover Offers
A ESOP Healthcare Group Purchasing Company
$32,000,000
Exclusive Sell-side Advisor
A Legal Workplace Compliance Training Company
$32,000,000
Exclusive Sell-side Advisor
American Metals
An Aluminum Die-Casting Company
**
Bridge Financing Financial Advisor
American Metals
An Aluminum Die-Casting Company
**
Exclusive Buy-side Advisor
A Management Consulting Company
**
Board Advisor for Strategic Assessment
A Information Technology Company
$350,000,000
Debt Restructuring Advisor – Minority Shareholder
A Private Equity Company
**
Exclusive Buy-side Advisor / Strategic Assessment
A High Security Windows Systems Division
**
Exclusive Sell-side Advisor
Talk to us about what it takes to sell your business.
