We are committed to providing superior advisory services to achieve our client's goals. Our success is based on a proven process, respect for all constituencies in the transaction and constant focus on our client's interests. Our strengths include broad based experience, the ability to analyze, structure and articulate complex transactions, and deep relationships with financing sources and buyers.

• Advisory Services. (1) Financial balance sheet restructuring and senior debt refinancing; (2) Arranging financing for growth, buyouts, recapitalizations or ownership changes; and (3) Merger and Acquisition Advisory Services, representing both buyers and sellers of businesses, as well as advising management groups in management buyout's.
• Focused on Lower Middle Market. Transaction size range is $2 to $55 million. Our clients tend to be privately held, family businesses and private equity owned companies with sales between $10 and $250 million.
• Depth and Breadth of Relationships. Typical sources of capital are institutional lenders including banks, public and private finance companies, "BDC" Business Development Companies, Specialty finance companies, hedge funds, private equity and mezzanine funds.
• Significant Industry Experience. We have experience with manufacturers, distributors, and a variety of service businesses across many industries. Completed transactions and ongoing client relationships exist in the following industries: steel, transportation, automotive and truck component manufacturers, metal forming and fabrication, plastics and rubber molding, tool and die makers, chemicals, construction and mining, power and power storage, healthcare, retail and restaurants.
• Senior Level Attention. We have two professionals, with a combined 60 years of diverse transaction experience in lower middle market commercial and investment banking that remain committed to the transaction from start to close.