What We Do

Whether you are focused on running your business more
efficiently, growing to the next level, or getting ready to sell -
we can help.

Running

Most business owners started their company because there was a vision they wanted to achieve and a mission they wanted to serve. Running your business effectively and efficiently not only increases profitability - it makes it more fun and allows greater focus on the core mission and vision.

Growing

Companies seek to grow for financial benefit and to further their mission and vision, but then often hit a plateau and struggle to move past it. Reaching that next level requires not only the right strategy, but also operations that can support the growing entity and a capital structure that matches the strategic objectives.

Selling

Entrepreneurs and business owners will at some point want - indeed, may need - to transition their business. This presents a strategic opportunity to decide how they want to continue the legacy of the company they have built, and to realize the economic value that they have created.

We help business owners in Running, Growing and Selling their businesses through:

Consulting
Services

Investment
Banking

Securing External Capital and M&A are key elements of successful, transformative growth across company’s life cycle - ranging from traditional loan facilities to sophisticated hybrid debt/equity tools from financial investors; from IPOs to private placements, from minority recaps to equity sales.

Selling Your Business
Capital Strategy

Using insights and experience from working with hundreds of companies (from pre-revenue start ups to Fortune 50 multi-nationals), we help Owners and Management of MIddle Market companies develop and execute on long-term sustainable value creation programs.