Our Services

We’re ready to work with you on:

Sell-Side Advisory

We’ve spent the last 25+ years incrementally improving our processes while working on hundreds of sell side transactions in just about every industry. We’re dedicated to you and your team and will represent your interests with transparency and genuine integrity

Buy-Side Advisory

Whether your goal is creating a platform organization for growth or adding “bolt-on” pieces to your current operational infrastructure, we’ll assist with determining your investment criteria and find opportunities that fit with our rifle approach.

Strategic & Capital Structure Advisory

It’s critical to balance risk and reward. Risk is what’s left over when you’ve thought of everything. Our team can assist and find those latent risks while exposing and highlighting both the positive benchmarks and the immediate and long-term growth opportunities.

Business Valuations & Opinions

Every business owner should know what their businesses are worth for a myriad of reasons. It’s a baseline from which all other opportunity develops. We’ll work with you to develop a “range of value,” along with proper forecasting, determining critical metrics for growth, and identifying any missing key business components.

  • Business Consulting Services
  • Strategic Consulting
  • Liquidity & Exit Planning

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Industries We Serve

We have access to the most advanced research tools in our industry and we know the metrics that maximize a seller’s total benefit. We’re industry agnostic and have represented businesses in every major industry. More precisely, we’ll be the resident experts on your industry & specifically your business by the time we go to market.

Healthcare
  • Outsourced Services
  • Clinics & Practices
  • Pharmacy Services
  • Healthcare IT, Devises, & Equipment
  • Wellness
  • Managed Care Services
Industrial Services
  • HVAC, Plumbing, Electrical 
  • Waste Management
  • Roofing
  • Construction & Engineering 
  • Fire Safety & Control
  • Pest Control
  • Janitorial Services
Business Services
  • Marketing Services
  • Legal Services
  • Education & Training (equipment, proprietary educational materials)
  • Insurance
  • IT Managed Services
  • Business Process Outsourcing
  • Simulation & Training
  • Human Capital
Consumer
  • Beauty products (and services)
  • Personal Services
  • Home Services
  • eCommerce & Retail
  • Media & Entertainment 
  • Wholesalers
  • Private Label 
  • Fitness & Wellness
Manufacturing
  • Logistics
  • Advanced Manufacturing
  • Contract Manufacturing
  • Producers & Processors
  • Supply Chain 
  • Suppliers & Distributors
  • Paper & Packaging 
  • Industrial
Food & Beverage
  • Craft Beer Manufacturing
  • Distilleries 
  • F&B Distributors
  • Vending Services 
  • Wineries
  • Wellness & Nutrition Products/Services
  • Craft Coffee & other beverages