Our services
What We Execute
Five integrated service areas covering the full lifecycle of ownership decisions for privately held businesses.
Investment Banking
Full transaction oversight from assessment through close. Senior-led transaction planning and execution for privately held businesses.
- When It Makes Sense. You are considering a sale, recapitalization, or capital raise and need institutional-grade execution with senior involvement.
- What We Execute. Transaction strategy, valuation, buyer identification, outreach, negotiation, diligence management, and closing coordination.
Mergers & Acquisitions
Sell-side representation, recapitalizations, minority liquidity, and acquisitions. We manage the full M&A lifecycle.
- When It Makes Sense. You are selling your business, acquiring a competitor, or pursuing a recapitalization or minority liquidity event.
- What We Execute. Market positioning, targeted buyer outreach, competitive process management, offer negotiation, diligence coordination, and transaction closing.
Capital Raising
Debt and equity capital for growth, ownership transition, or restructuring. We connect businesses with the right capital at the right time.
- When It Makes Sense. You need growth equity, acquisition financing, balance sheet restructuring, or liquidity for ownership transition.
- What We Execute. Capital needs assessment, investor targeting, term sheet negotiation, due diligence coordination, and capital placement.
Exit & Capital Raising Readiness Services
Pre-transaction financial and operational preparation—including systems, technology, and processes—to improve value and reduce risk before going to market.
- When It Makes Sense. You are 6–24 months from a potential transaction and want to maximize value while minimizing surprises during diligence.
- What We Execute. Quality of earnings analysis, quality of operations review, data room preparation, financial cleanup, and market positioning.
Growth & Exit Solutions
Ownership restructuring, generational transition, minority liquidity, ESOP evaluation, and structured alternatives.
- When It Makes Sense. You want to restructure ownership, plan a generational transition, evaluate an ESOP, or explore partial liquidity while retaining involvement.
- What We Execute. Full mapping of your options, ESOP feasibility, management buyout structuring, family succession planning, and structured alternatives.
Ready to explore your options?
Our offices
- Jupiter, Florida
- Orlando, Florida
- Cincinnati, Ohio
- New Orleans, Louisiana
- Memphis, Tennessee
- Denver, Colorado