About

BEECHWOOD AT A GLANCE

CAPITAL RAISING & M&A FOR THE MIDDLE MARKET

  • Work directly with “Middle Market” owners and entrepreneurs interested in financing or selling their businesses
  • Primary objective is to help clients maximize the return on their transactions with high levels of  satisfaction
  • Agnostic and independent input/advice, only consider what is most appropriate for individual transaction

Unyielding
Dedication

Our Differentiators

Outstanding, Experienced Professionals

  • Seasoned execs in financial services/ investment banking/banking
  • bankingSignificant experience in structuring, negotiating & closing complex transactions across multiple industries

Focused Solely on the Middle Market

  • Exclusively work with middle market companies
  • companiesDeep understanding of options available to maximize returns
  • returnsFamiliar 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
  • finishAlways receive timely and appropriate attention

No Conflict of Interest

  • Unlike certain competitors, we do not invest in our clients’ deals ourselves, avoiding 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 member of) a fully licensed registered broker-dealer, subject to regulation and oversight by both FINRA and the SEC
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