Just fill out our Confidential Mergers & Acquisitions Questionnaire, and you will be contacted by one of our M&A specialists.  Whether you need a firm on the Buy or Sell Side, we can help.  Our investment banking division focuses on mid-market Mergers & Acquisitions (M&A) and private financing opportunities ($20 million to $500 million target market).  Since inception, our relationships provide clients with unparalleled service and advisory expertise across multiple industries including both domestic and international assignments.

Preferred Industries:
MINIMUM $20 MILLION ANNUAL REVENUE,
MINIMUM $3 MILLION ANNUAL CASH FLOW (EBITDA = Earnings before Interest, Taxes, Depreciation & Amortization)

• Heavy Construction – Aggregates, Paving, Operations & Related
• Niche Manufacturing (Fiberglass, Castings, Molds, Precision Instruments – high test stuff with a strategic / skill rationale to remain competitive domestically)
• Distribution Companies – Huge Industry - Construction Equipment to Medical Supplies
• Insurance & Insurance Brokerage
• Defense Industry Related

Secondary Industries

• Business to Business Technology Services (No Software) - $20 Million Minimum Annual Revenue; $3 Million Annual Cash Flow
• Asset Management and Banking
• Medical Instruments
• Agricultural Services and Related Manufacturing

Our firm has no outside conflicted interests, as work is generally done for clients on a success fee basis and references are a primary source of deal flow.  We focus on specialized industries such as large construction, niche manufacturing, and similar, tangential services or technology companies in support of these types of businesses.  Extensive work has also been done on insurance, asset management and regional banking / brokerage assignments.  We believe our investment banking division fulfills a vital niche that many of the large capitalization and mid-tier investment banking and advisory firms have abandoned with their too often depersonalized and marginalized "one size fits all" approach.  We welcome the opportunity and privilege to sit down and discuss how we may be of help in advising your company.

Our relationships afford us access to industry leading databases and many specialized information sources, not least of which is the unparalleled reach of our rolodex for a firm in this market niche.  These resources enable us to provide unique and leading edge solutions within a wide variety of industries and businesses.

Our investment banking division was established in order to address a deep void in the investment banking advisory market by catering to established, small to mid-market firms which had been virtually abandoned in response to consolidations within the US regional brokerage industry, whereby most all of these firms have been acquired by large commercial banks or bulge bracket securities firms.

Initially, we focused on two broad business lines, specifically investment banking and institutional and high net worth investment advisory.  In order to better focus on the original opportunity of the division, and with a more established track record, more recently, the division dedicated its resources to the investment banking advisory business.  Our investment banking division, in seamless coordination with our relationship firms, perform numerous advisory and consulting assignments for private, public and even mutual companies.  These relationships allow us to represent some of the most experienced and credentialed institutional investment banking franchises in the region.

We encourage your inquiries and look forward to learning more about your business. True and objective investment banking is a business with unusually long lead times - most successful transactions or advisory assignments are the results of long, trusted relationships.  We welcome the opportunity to become your trusted advisor first, and then your investment banker when that opportunity arises.
We provide executive and board level consulting to corporate clients with regards to overall corporate strategy specifically leveraging expertise in the following targeted areas: fairness opinions, capital structure efficiency, buy and sell side merger & acquisition targeting and analysis, division / subsidiary valuation and structure analysis and similar assignments.

We look forward to discussing your Company’s unique situation and how our investment banking division may be of service.  Just click the Mergers & Acquisitions Apply Here button to get started!