Services

We measure our success by the success of our clients.

Comprehensive Investment Banking Services for
Lower Middle Market Companies

Our investment banking services are tailored to meet the needs of each of our clients. Our services include:

Sell-side M&A Advisory

Buy-side M&A Advisory

Private Placements

Recapitalizations

Strategic Advisory

Mix of Services

Sell-side M&A continues to be our core service offering.

81%

Sell-side

13%

Financing

Buy-side & Strategic Advisory

Composition of Client Base

We have served a variety of clients over our investment banking careers.

41%

Family-owned and larger closely held businesses

35%

Private equity groups

24%

Public and Larger Private Corporations

Demonstrated Buyer & Investor Access

We have a proven track record of engaging a variety of high-quality domestic and international strategic buyers and private equity investors in our processes.

47%

Strategic Buyers

53%

Private Equity Investors

Client Headquarters

We have served clients across the country over the years.