We work with emerging to middle-market businesses seeking a liquidity event, acquisition financing, or special-purpose capital.

We maintain relationships with several leading private equity sponsors, hedge funds, and mutual funds, enabling clients with access to debt and equity capital financing ranging from $5 million to $300 million.

On every assignment, we take the time to understand our client's business, market environment, competitive landscape, products, people, culture, opportunities, challenges, assets, liabilities, and cash flow. More importantly, we take the time to understand the motives of the owners and shareholders in order to identify the optimal suitor, investor, or financial partner.