CAPITAL RAISING | BUSINESS SALES | FRACTIONAL CFO | TRANSACTIONAL CONSULTING
- Work directly with owners and entrepreneurs
- Primary objective is to help clients close their transactions with high levels of satisfaction
- Independent input/advice, only consider what is most appropriate for individual transaction, no conflicts of interest
- Specially designed “2-step” process geared to companies who are concerned about market receptivity prior to a formal, extensive engagement
Unyielding
Dedication
Our Differentiators
Outstanding, Experienced Professionals
- Seasoned professionals
- Significant experience in structuring, negotiating & closing complex transactions across multiple industries
Focused Solely on the Middle Market
- Exclusively work with middle market companies
- Familiar with issues faced by middle market companies as former business owners and operators
No Junior People
- Senior Professional/Partner personally leads and executes every engagement from start to finish
- Always receive timely and appropriate attention
No Conflict of Interest
- Unlike some other firms, we avoid all conflicts of interest
- Provide totally independent and objective advice
High Ethical Standards and Regulatory Compliance
- Full fiduciary and regulatory compliance
- We are affiliated with and, individually members of, a fully licensed registered broker-dealer, subject to regulation and oversight by both FINRA and the SEC