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. Learn more.

ESOP Corporate Finance Services

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 know the nuances. Read more.

Merchant Banking Services

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. Keep reading.

Private Capital Structuring and 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. Read more.


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? Let us help.

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