Advisory Services

Our firm concentrates our advisory services on middle market small to medium size transactions ranging in value from $10 million to $200 million. The firm’s corporate finance professionals bring years of experience in analyzing, structuring, negotiating and closing transactions as well as operating their own companies. The firm has an extensive and broad range of experience in dealing with FOBs family owned businesses.

Our firm’s services focus on:

• Exclusive advisory in selling businesses
• Advising on acquisitions
• Raising capital through private placements (senior, mezzanine and equity)
• Debt placement (subordinated and convertible debt, senior term and revolving credit facilities)

We offer our clients:

• In depth experience - in a broad range of corporate finance and strategic advisory services.



• Industry Specialization - a wide range of hands on experience in industry with specialization in bio-tech, consumer products, manufacturing and food.



• Global Reach - Personal relationships with key private equity fund buyers, strategic investors and capital market managers.  Our principals have significant local and international transaction experience and relationships which enables us to expand the universe of buyers, sellers, and sources of capital.



• Out of the box approach - Our firm takes pride in our ability to provide creative out of the box solutions and structures to transactions. Our firm’s partners have successfully demonstrated this capability by creating new structured finance products and asset classes in the capital & asset backed securitization marketplaces.



• Personal relationships - We develop client relationships as opposed to doing numerous volumes of transactions per year.

When you are managing one of the most important events in your company’s lifecycle—an acquisition, sale, capital raising or other significant transaction—you need a firm who becomes your partner in creating customized solutions to your objectives