We are an M&A Advisory Firm that represent Lower and middle market companies across a variety of industries.including insurance, technology, healthcare, warranty, Financial Companies, Accounting and several other verticals. We provide M&A advisory services to closely held family owned, private equity sponsored and corporate shareholders that wish to sell a portion of their company, a division, a product line or a subsidiary.
Clients appreciate our boutique approach. Pairing the professional expertise of a Large M&A Firm with the senior level attention and entrepreneurial creativity of a smaller firm We work with our clients on a highly personalized basis. Our intent is not to be everything to everybody. Instead we measure our success on the depth of our relationships with our clients and the outstanding results achieved for them.
We seek to obtain the most advantageous terms while being sensitive to the time pressure associated M&A transactions.yet understand and appreciate the importance of maintaining quality confidentiality and integrity throughout the entire process.
Your business is your identity and your legacy. Before making one of the biggest decisions of your life, you need a partner who understands this is a lot more than a financial transaction, it’s the culmination of a generation's work. Complete confidence that your company will thrive under new ownership or merger is a must.