Experienced Private Business Consulting
Helping you accomplish your transition objectives
Experienced Private Business Consulting
Helping you accomplish your transition objectives
What We Do
About Us
For the past 30 years, we have acted as both principal and advisor on a broad range of middle market, private transactions for fund raising, liquidity, and strategic exits. Our expertise includes the sourcing of each of transaction financing, strategic investors, and acquirers. Our experience includes advising and executing on family business successions and exits.
Representative Transactions
- Purchase of private business from founding family
- Sale of minority interest in closely held business to a strategic investor
- Merger of two privately held business
- Sale of the merged business to a large cap public corporation
- Purchase of subsidiary from a public corporation
- Sale of this business to a private equity firm
- Purchase of a business in a private UCC sale
- Minority sale to incoming CEO for large family business
- Sale of family business to a large cap public corporation
Why Us
We have deep experience in private and family business transactions. We provide to each of our clients the time and expertise deserved. Whether you're seeking a strategic alliance, a refinancing or liquidity event, we will chart a roadmap specific to your needs. Please contact us.