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Partners in Building Value

A trustworthy partner focused on helping emerging and smaller companies maximize shareholder value. Leveraging our diverse and deep skills allows us to accelerate the delivery of solutions more efficiently and cost-effectively.


Business Advisors:  Corporate leadership and part-time/interim management services that add value.

  • Strategic Guidance

  • Financial Management / CFO Services

  • Business & Corporate Development

  • Operational & Organizational Advisors

  • Ownership & Family Business Advisors


Transaction Advisors (Investment Banking):  Strategic transaction processes for emerging, lower middle market companies.

  • Mergers & Acquisitions (M&A) Advisory

  • Financial & Operational Restructuring

  • Capital Raising & Strategic Advisory

What We Do - It's All About You


Business Advisors


Rarely does a company face a challenge that is either purely financial or operational in nature, both are typically inter-woven. Our multi-disciplinary team has the diverse skills and experience to tackle all aspects and provide practical advice with hands-on execution. Business Consultants. Business Consulting.


Strategic Guidance

  • Strategic Planning and Corporate Development Advisors

  • Part-time and Interim Senior Management

Financial Management / COO & CFO Services

  • Part-time and Interim Company Leadership (CEO vs COO, Presidents, CXOs)

  • Part-time and Interim Chief Financial Officers (CFOs) & Chief Operating Officers (COOs)

  • Financial Engineering, Budgeting, and Financial Analysis

Business Development

  • Sales, Marketing and Market Position Leadership

  • Strategic Partnerships and Distribution Growth

Corporate Development

  • Team Building and Optimizing Organizational Effectiveness

  • Strategic Partnerships and Ventures

Operational & Organizational Advisors

  • Profitability Improvements & Turnarounds

  • Operational and Organizational Restructuring

Ownership & Family Business Advisors

  • Creative Problem Solving

  • Sounding Board to Ownership, Family Businesses, Management, and Boards of Directors



Transaction Advisors - M&A and Capital Raising

Our focus is on smaller, lower middle market businesses that require hands-on execution of strategic transactions and often our clients have never before entered into a transaction process or major strategic initiative.


Mergers & Acquisitions (M&A) Advisory

  • Sell-Side Advisory (Strategic Sales, Recapitalizations, Management Buyouts, Divestitures)

  • Buy-Side Advisory (Deal Structuring, Evaluation, Support, Debt Financing)

Financial Restructuring

  • Turnarounds, Refinancings and Operational Improvements

  • Divestitures of Non-Core Operations & Assets

Capital Raising

  • Growth Equity Capital (Early to Late Stage Private Equity and Venture Capital)

  • Senior Debt (Asset-Based and Cash Flow), Subordinated & Mezzanine Debt


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