About

Exceptional Service for Exceptional Clients

  • Established in 2011, we are a partner owned firm that provides objective, experience-based advisory services to lower middle market companies with enterprise values up to $150 million.
  • We offer exceptional execution capabilities to privately held, publicly traded, and private equity owned companies for private company sales, corporate divestitures, acquisitions, recapitalizations, and strategic advisory engagements.
  • We have a broad cross-section of industry and transaction experience, including business services, consumer, distribution, healthcare, and industrials.
  • We continue to make a significant investment in our people, processes, market intelligence, data analytics, and compliance function.
  • We believe that successful transactions are the result of a well-managed process by an experienced team of advisors. Driven by our core values of integrity, commitment, and client focus, we provide superior attention to detail, sound judgment at each stage of the transaction, and an exceptional foundation of closed transaction experience.
  • We have longstanding relationships with leading private equity investors, lenders, accountants, consultants, and law firms that serve the lower middle market deal community. Our clients benefit from our relationships and experience with this comprehensive network.

80+

Years in investment banking and leveraged finance

115+

Closed transactions

$4.5B+

Aggregate transaction value

Business Services
Consumer
Distribution
Healthcare
Industrials