Institutional-grade dealmaking, independent thought, and analyses-driven insights for transformative strategies
Our institutional-grade dealmaking, independent thought, and analyses-driven insights focus on transformative strategies to meet our related entities and a limited number of clients’ priorities, including empowering businesses to achieve growth objectives, align capital with business strategy, drive shareholder value, and monetize it.
Strategic Recapitalization
Strategic Recapitalization may be a viable alternative to selling a business… Learn more
Mergers & Acquisitions
We support shareholders, boards, and management teams with knowledge, experience, data, and resources to execute strategic events… Learn more
Sale-Leaseback
We offer access to solutions for property sale-leaseback and structured financing… Learn more
Capital Aggregation
We command the experience and an expansive network of institutional investors and financial sponsors… Learn more
IN FOCUS: Strategic Recapitalization as a Viable Alternative to Selling a Business
Strategic Recapitalization may be a viable alternative to selling a business. A well-structured and properly executed, company can align the company’s capital structure with the long-term business strategy and owner priorities, including liquidity, tax planning, asset protection, estate planning, growth, and succession. Learn more …
We understand that the opportunities and challenges faced by entrepreneurs and business owners in the middle market are distinct and require a unique approach. We Champion the Middle Market… More About Us
