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Investment Banking Representative Past Successes

Maximize The Sale Price of Your Business

Investment Banking Transactions

We educate clients on M&A and the importance of proper planning. Our Go-to-Market Assessment evaluates the business from a buyer’s perspective, identifies key valuation factors, and recommends an action plan. We prepare the business for sale and use our investment banking process to take it to the market, which allows the business owner to maximize their return on investment.

Silicon Carbide Products
has been acquired by
CUMI
We acted as financial advisor to the seller.
Blading Services Unlimited
has been acquired by
Rotating Machinery Services
We acted as financial advisor to the seller.
Vantage Purchasing Partners, LLC
has been acquired by
Pandion Optimization Alliance
We acted as financial advisor to the seller.
Hearing Aids & Audiology
has been acquired by

Timeless Hearing, LLC

We acted as financial advisor to the seller.

Distributor of Industrial Tools and Supplies

has been acquired by

International Strategic Buyer

We acted as financial advisor to the seller.
BPD Municipal Fincance
has been acquired by

Jason M. Schwartz

We acted as financial advisor to the seller.
Tico Electronicss
has been acquired by
G.W. Lisk Company
We acted as financial advisor to the seller.
Recipe 21
has been acquired by
Sazerac
We acted as financial advisor to the seller.
Cask & Crew
has been acquired by

RSV, LLC

We acted as financial advisor to the seller.
The Arc Glow
has been acquired by
Casella
We acted as financial advisor to the seller.
SkyGeek
has been acquired by
Graco Roberts
We acted as financial advisor to the seller.
Group Source
has been acquired by
Pandion Optimization Alliance
We acted as financial advisor to the seller.
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