We provide a broad range of advisory solutions to middle market companies with values up to $1 billion.

Our firm specializes in customized processes requiring senior advice and attention, avoiding a “one size fits all” approach to transaction execution.

Dedicated focus on middle market companies.

We add value at every stage of a company’s life cycle, with expertise in:

Merger and Acquisition Advisory

  • Sellside transactions
  • Corporate divestitures
  • Buyside assignments
  • Challenged / distressed M&A

Capital Markets Advisory

  • Refinancings
  • Debt / equity private placements
  • Growth / acquisition financings

Other Strategic Advisory

  • Strategic alternatives evaluation
  • Complex capital structure matters
  • Out-of-bankruptcy balance sheet restructurings
  • Other special situations

Extensive Relationships and Reputation for Quality.

Our clients include more than 400 private equity firms, family-held businesses, private business owners, and public corporations.

In-Depth Industry Focus.

We focus on six key industry verticals where our principals’ experience and knowledge best serves our clients. Our breadth across industries enables us to maintain an active dialog with the broadest set of equity and debt investors.

  • Building Products
  • Business Services
  • Consumer & Food
  • Healthcare
  • Industrials
  • Technology / Tech-Enabled Services