our services
Facilitating Transactions for the Middle Market
Business owners engage our firm to prepare their companies for sale, to prepare valuations, to market their companies to prospective strategic buyers and private equity groups, and to coordinate the efforts of their attorneys and financial advisors during the sale process.
Sell Side Advisory
Selling a business is completely different from owning one. To optimize value and maintain leverage, you need the right investment banker.
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Buy Side Advisory
Business acquisition is your primary objective. Your search is taking focus away from daily operations. We can help.
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Consulting Services
Successfully navigate mergers and acquisitions with consulting services from our experienced M&A advisors.
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National Reach with offices located throughout the United States
Transactions
Having a proven track record speaks for itself
Our local office teams have completed hundreds of transactions. The following are examples of middle market transactions our people have helped to consummate.
Smart Choice Partners
Atlantic Insurance Advisors
All Risk, LTD
Specialty Risk Underwriters
Arthur J. Gallagher
Fraser Yacht Insurance Services
Hub International
Farr Insurance Group
CPR Cell Phone Repair
Assurant
Frontier Adjusters
The Davies Group
Evolved Commerce
Netrex LLC
StaffTrak Software
Moneta Farm & Home Center (ACE Hardware)
Bolster Hardware
Mobile Defenders
Mobile Sentrix
JW Software
ISU Group
Steadfast
iRiparo
Insurance Licensing Services of America
ReSource Pro
Discover our insight
Get comprehensive information from experienced professionals.
3 Risks and Rewards of Distressed M&A Opportunities
Distressed M&A presents a high-risk, high-reward opportunity for companies and investors willing to take on the challenges.
How to Maximize Value in a Strategic Acquisition
Follow these seven steps to maximize the value of your strategic acquisition and avoid costly missteps.
How to Choose an M&A Advisor For Your Transaction
When pursuing a merger or acquisition, you’ll have a lot of decisions to make, which is why it’s helpful to...
