A Solution for Every Situation

M&A Services
We specialize in selling lower middle market companies valued at $5 ml to $20 ml, that typically generates $10 ml - $50 ml in revenues. Work with a team that specializes in businesses like yours…
Capital Advisory
Is your company missing growth opportunities due to a lack of capital? We help you evaluate debt and/or equity financing solutions…
Exit Planning
It is never too soon to start planning. Our certified exit planners can customize an achievable plan that aligns with your business and personal needs…
Valuation Services
Most client’s needs do not merit a certified appraisal or valuation. For them, we have uniquely developed an Opinion Letter, Option Report, Preliminary Value Estimate as well as Future Value Estimate…
Interim CFO/CIO
Key executive deficiencies can inhibit growth & impair company value, particularly prior to a new initiative or transition. Our interim executives can support you and supplement your skill set, allowing you to maintain focus when it’s most critical…
Boutique Banking/IPO
You have more access to the capital markets than ever before. We have assembled a team of advisors with innovative approaches to raising acquisition & expansion capital or facilitating exits via crowdfunding or innovative public offerings…

Tell Us Your Story

310.652.8066

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