Expert Execution.

Business Owners

Business Owners
Founders of private companies and family-owned businesses looking for liquidity event, growth capital, or strategic partner.

We operate with an owner-advocate mindset and understand the many factors involved with a privately held business. Our goals are your goals: achieving financial growth, preparing for a transaction, responding to a strategic or financial buyer, or planning an exit strategy. Our experience and knowledge are as diverse as the challenges within your business and we are ready to help.

We start by discussing goals with management, completing a review of the operations and financial data, producing a market and valuation report, and discovering what strategic options are available to shareholders.

A One-Page Summary of Our Firm