Our Solutions: Institutional-grade dealmaking and independent research & analyses focused on transformative strategies

We advise on strategic and financial challenges, helping shareholders and boards of middle-market businesses identify, devise, and pursue strategies to serve stakeholders, accomplish their goals, and maximize shareholder value.

Strategic Recapitalization

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…

Sale-Leaseback

We offer access to solutions for property sale-leaseback and structured financing for middle-market owner-occupiers of corporate real estate, offering access to 100% of their property value while maintaining long-term operational control.

Mergers & Acquisitions

We support shareholders, boards, and management teams with knowledge, experience, data, and resources to execute management buyouts, divestments, and acquisitions, helping monetize the equity values and reshape companies to compete better in changing environments, operate more profitably, and be financially stronger.

Capital Aggregation

We command the experience and an expansive network of institutional investors and financial sponsors, including private equity operators, smaller family offices, and funds, to aggregate multi-tier capital structures to financially back middle-market businesses, fueling growth and unlocking value.