Contemplating your exit strategy?
Our job is to make your life’s work pay off.

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When is the right time to sell
your business?
Let us perform a feasibility assessment.

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Are we a good fit? Let’s talk.
Our feasibility assessment can answer this and a whole lot more.

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$10 billion in transactions,
100 years of experience,
160 great deals
Big firm experience, small firm focus.

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Business Sale or Acquisition

We work with owners selling their businesses, as well as those seeking growth through acquisitions. Our experience and resources allow us to bring focus and discipline to what can be a somewhat chaotic process.

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Employee Buyouts

An employee stock ownership plan (ESOP) is an effective tool for achieving shareholder liquidity while providing a good future employee benefit. This structure, however, isn’t for everyone. We’re one of the few firms that understands the nuances.

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Valuation

Whether a business needs a valuation for annual ESOP administration, estate planning, or in conjunction with selling the business, our team of experts can provide an objective and independent opinion of value that is supportable to the most discerning reviewer.

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Debt & Equity Sourcing

The key to many of our clients’ successes is the optimal use of private debt and equity capital to support their objectives. Not some of them, but all of them.

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Recapitalization

Your business is your life and we understand that, but that doesn’t mean you should ignore sound finance practices. While your net worth might be significant, how much of it is illiquid and relatively inaccessible?

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Mosaic Capital Partners

We’re always pursuing opportunities to invest in lower middle-market companies. We look to support ESOP buyouts, management buyouts and growth capital needs of businesses we believe in.

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