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  1. Business Advisory
    Organizations are facing uncertain financial markets, global competitors, evolving regulations, emerging business models and disruptive technologies. By adapting to these changes faster than competitors, you can unlock your potential for growth. We offer mangement services in key areas of acounting and financial support; operations management; restructuring and turnaround; transaction advisory; interim management; capital raising; and, mergers and acquisition. Specifically, our advisory services help companies manage initatives, improve efficiencies and achieve business objectives. Our solutions support the needs of organizations across the growth life cycle helping to build foundations for growth, overcome barriers to growth and create, protect and restore value. We can identify opportunities, execute growth strategies, manage risk, improve performance and leverage technology.
  2. Interim Management & Board Advisory
    With the rapid pace of change in the business landscape, economic and regulatory climate and technology innovation, the role of key managers has continued to evolve to meet the needs of this dynamic environment, Today's organizations are dealing with core complexity and facing challenges they've never encountered before and that is not likely to change. To be successful in this new and ever-changing environment, the executive management, advisory boards and Board of Directors functions must change focus from managing transactions to analyzing and delivering value to the business. The ultimate objective is to develop the organization's future strategy to drive business outcomes. We can serve as interim management, advisory or BOD members.
  3. Capital Markets
    As you evaluate your portfolio of assets and prepare for a potential transaction, turn to a middle-market specialist who can provide you with insights to optimize your decisions and strategic thinking. We offer a range of services including outsourced corporate development, business modeling, valuation services, sell-side and buy-side investment banking and advisory, capital efficiency and strategic options review, restructuring advisory and IPO preparations. We have structured more than $5 Billion in financings for acquisition, growth capital and liquidity events. Let us help you structure the right solution for your particular situation.
  4. Financial Engineering
    We can assist in developing a strategy for creative financing techniques to achieve your financial goals in acquisitions and divestitures. By putting a plan in place and using an objective, experienced team to guide the process, companies can integrate their acquisitions quickly, increase the likelihood of success and create additional value. We can help identify critical success factors and develop a roadmap for a smooth integration of an acquisition target. Because of our vast exposure to various transactions, we can draw on those experiences to assist you in structuring the right solution for a particular transaction.
Investment Criteria
We seek investments in successful companies that have been side-tracked or ignored as part of a larger organization or a business sector that is not considered hi-profile or a high growth sector. Although not limited to specific industry classes, we prefer to acquire businesses that reflect the primary operating and acquisition backgrounds of our partners.
  • Business/Professional Services
  • Wholesale Distributors - Durable Goods
  • Multi-unit franchises
  • Franchisors of 100 or more franchisees