The specialists you need for successful transactions with strategic and private equity buyers.
Our Process Delivers for Any Privately-Held Business Services Business.
Focus Areas Include:
Consulting
Financial Services
Staffing & Recruiting
Security Services
IT Services
Marketing Services
Discover the Demand for Your Industry
SELECTED RECENT TRANSACTIONS
Our Process
Discuss Your Goals
We listen. It’s foundational in all our relationships and crucial to accomplishing your goals, whether it’s retiring soon or raising capital to grow.
Initial Due Diligence
We conduct extensive analysis of your company before we go to market to ensure that we maximize value and avoid unpleasant surprises.
Market Your Business
We weave your info into a compelling story that tells the real value of your business—where it’s been, where it stands today, and what promise its future holds.
Cultivate A Competitive Auction
We solicit a deep, rich pool of potential buyers who must compete for a winning offer. This structure allows you to dictate terms and take more control in a transaction with what may be a large, deeply resourced institutional investor.
Close The Deal Without Any Surprises
We’re with our clients throughout the process to ensure a seamless, less stressful closing experience. We prepare you, your business, and your team for what’s next—whether it’s an exit or a future liquidity event.
CLIENT SUCCESS STORIES
“Peter and his team are experts in the facilities services space. They went above and beyond the call of duty to ensure all expectations were surpassed. I couldn’t have asked for a more professional and experienced investment banking firm to handle one of the most important decisions in my business career.”