and M&A Advisors
We wrote the book(s) on doing deals in the middle-market; and then embedded that knowledge and wisdom into proven processes. Couple our capital markets, finance, and strategy acumen with our track record of performance and operational understanding, and you have a unique capability … ready to work for you and your team:
You can think of us as honest brokers and strategic thinkers focused on your ambitions, with an unbiased and objective perspective. We won’t tell you what you want to hear, rather, we will share what our analysis and experience says with creative and practical solutions to meet your goals.
Our core process for making big decisions is the Strategy Navigator. It is supported by an array of proven techniques and tools, and implemented using our experience and street smarts in business and the capital markets. We have some variations depending on what your specific situation is ….here’s a quick video to jump start your thinking.
To answer complex questions, we use our process called the Strategy Navigator® tailored to your situation to arrive at an objective, unbiased set of alternatives …providing clarity and confidence in the path forward.
If done right, acquisitions can lead to incredible strategic leverage, new capabilities, access to new markets …and many other value-added objectives. The key is price, risk mitigation and integration.
In today’s market, there are numerous alternatives to transition out of your business or create financial liquidity. In our Exits & Liquidity section we have assembled information and resources to help you think about your options.
How are you going to fund your next wave of growth? Should you use debt or equity …and if so, how much of each and who do you get it from, how much and when? Explore how to get the funding you need.