Partners in Building Value

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A trustworthy partner focused on helping emerging and smaller companies maximize shareholder value. Leveraging our diverse and deep skills allows us to accelerate the delivery of solutions more efficiently and cost-effectively.

 

Business Advisors:  Corporate leadership and part-time/interim management services that add value.

• Strategic Guidance

• Financial Management / CFO Services

• Business & Corporate Development

• Operational & Organizational Advisors

• Ownership & Family Business Advisors

 

Transaction Advisors (Investment Banking):  Strategic transaction processes for emerging, lower middle market companies.

• Mergers & Acquisitions (M&A) Advisory

• Financial & Operational Restructuring

• Capital Raising & Strategic Advisory

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What We Do - It's All About You

 

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Business Advisors

 

Rarely does a company face a challenge that is either purely financial or operational in nature, both are typically inter-woven. Our multi-disciplinary team has the diverse skills and experience to tackle all aspects and provide practical advice with hands-on execution. Business Consultants. Business Consulting.

 

Strategic Guidance

• Strategic Planning and Corporate Development Advisors

• Part-time and Interim Senior Management

Financial Management / COO & CFO Services

• Part-time and Interim Company Leadership (CEO vs COO, Presidents, CXOs)

• Part-time and Interim Chief Financial Officers (CFOs) & Chief Operating Officers (COOs)

• Financial Engineering, Budgeting, and Financial Analysis

Business Development

• Sales, Marketing and Market Position Leadership

• Strategic Partnerships and Distribution Growth

Corporate Development

• Team Building and Optimizing Organizational Effectiveness

• Strategic Partnerships and Ventures

Operational & Organizational Advisors

• Profitability Improvements & Turnarounds

• Operational and Organizational Restructuring

Ownership & Family Business Advisors

• Creative Problem Solving

• Sounding Board to Ownership, Family Businesses, Management, and Boards of Directors

 

 

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Transaction Advisors - M&A and Capital Raising

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Our focus is on smaller, lower middle market businesses that require hands-on execution of strategic transactions and often our clients have never before entered into a transaction process or major strategic initiative.

 

Mergers & Acquisitions (M&A) Advisory

• Sell-Side Advisory (Strategic Sales, Recapitalizations, Management Buyouts, Divestitures)

• Buy-Side Advisory (Deal Structuring, Evaluation, Support, Debt Financing)

Financial Restructuring

• Turnarounds, Refinancings and Operational Improvements

• Divestitures of Non-Core Operations & Assets

Capital Raising

• Growth Equity Capital (Early to Late Stage Private Equity and Venture Capital)

• Senior Debt (Asset-Based and Cash Flow), Subordinated & Mezzanine Debt