The firm is committed to delivering the same level of expertise and performance demanded by Fortune 100 companies of their investment bankers to smaller and mid-size companies as well as its corporate clients.

Sales of family-owned and privately-held businesses – advising in a one-or-one negotiation or running a targeted auction process

Corporate divestitures

Acquisitions – a full range of buy-side services from strategy and target identification to one-on-one negotiations and bids at auction

Corporate Development– strategic assessment, strategic growth analyses, and outsourcing of selected Corporate Development elements

Valuations, Fairness Opinions and Board Advisory

Corporate Finance – assessment of capital structures and the private placement of debt and equity, offered in conjunction with our partner, Berkshire Bridge Capital, LLC