How We Add Value

INVESTMENT BANKING

We don't just find capital, we help our clients to evaluate and structure the capital needed to achieve their vision.   

Once we understand your individual story and objectives we creatively tailor make the materials necessary to tell that story to the market.    

  

When we take your story to market  we create a go to market strategy that allows you to get targeted access to the highest probability sources of funds.  We are able to successfully match your needs to targeted funds based on having a database of hundreds of relationships we have developed from over 25 years of working with the capital markets. 

Investment Banking

STRATEGIC LEADERSHIP

With over 25 years of experience serving middle market businesses, in the capacities of investment banking, consulting, public accounting, commercial banking, executive leadership (President/CFO/COO), M&A transactions, and board leadership, we offer a truly unique perspective and ability to serve our clients.  The diversity of our experience is matched by the diversity of business industries, having seen the inside of thousands of businesses in the United States, Latin America and Europe.  

 

We offer our clients the opportunity to leverage our deep experience, at a fraction of the price of hiring full time executives.  The diversity of our experience uniquely positions us to help our clients integrate the strategic planning, financial management, and the capital structure needed to achieve their vision for growth, at fraction of the cost of hiring a team of people.

We can offer Fractional executive leadership services including: EOS Integrator, Interim CEO, COO, CFO and custom Project Based Leadership.

Strategic Leadership

ADVISORY SERVICES

We offer truly strategic advisory services by ensuring that all advisory work is based upon a holistic view of both the stakeholders and the company's vision and objectives.   Based on the diversity of our experience we are able to provide a 360 degree perspective  that enables us to provide integrated solutions that clearly and successfully align with both your short term and long terms objectives.  

We provide the following advisory services:

Mergers and Acquisitions Buy and Sell Side Services

Strategic Planning

Fractional Entrepreneurial Operating System Integrator Role

Research and Analysis

Financial Planning and Analysis

Marketing and Communications Support

Strategic Negotiations

Special Situation Projects

Advisory Services