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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.

PharmaSmart
completed a senior and mezzanine debt placement with
Canandaigua National Bank & Trust | Cephas Capital Partners
We acted as financial advisor to the issuer.
Aratari Auto Finishers
has been acquired by
Rochester Lead Works
We acted as financial advisor to the buyer.
Clinical Associates of the Finger Lakes
completed a leveraged recapitalization creating a 100% ESOP-Owned Company

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

Charles A. Bastian and Karen J. Moon

We acted as financial advisor to the buyers.
Doors In Motion
has been acquired by
Caldwell
We acted as financial advisor to the buyer.
Envisage Information Systems
has been acquired by a confidential buyer

We acted as financial advisor to the seller.
Heberle Disposal
has been acquired by
Waste Management
We acted as financial advisor to the seller.
Nifty Bar
has been acquired by

John P. Raimondi

We acted as financial advisor to the buyer.
Karma Wellness Water
completed its seed funding round
Karma Wellness Water
We acted as financial advisor to the issuer.
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