Institutional-grade dealmaking and independent research & analyses for transformative strategies

Our institutional-grade dealmaking and independent research & analysis 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