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.

ROC IT Solutions
has been acquired by
TraceLink
We acted as financial advisor to the buyer.
HWEC
has been acquired by
BHS Foodservice Solutions
We acted as financial advisor to the buyer.
Kistler
has been acquired by

Kennedy Managemnt Group

We acted as financial advisor to the buyer.
Central Restaurant Supply
has been acquired by
Gerharz Equipment, Inc.
We acted as financial advisor to the buyer.
Dyco Electronics
has been acquired by
Gowanda
We acted as financial advisor to the seller.
Indotronix International Corporation
has been acquired by
Avani Technology Solutions
We acted as financial advisor to the buyer.
Carolina Tree Care
has been acquired by
Lewis Tree Service
We acted as financial advisor to the buyer.
Aloi Materials Handling
has been acquired by
Wincove
We acted as financial advisor to the seller.
Telog
has been acquired by
Trimble
We acted as financial advisor to the seller.
Northern Safety & Industrial
has been acquired by
Wurth Group
We acted as financial advisor to the seller.
Econo
has been acquired by
All Printing Resources, Inc.
We acted as financial advisor to the seller.
PharmaSmart
completed a senior and mezzanine debt placement with
Canandaigua National Bank & Trust | Cephas Capital Partners
We acted as financial advisor to the issuer.