We advise lower middle-market and emerging growth companies and their owners on business transition, valuation and M&A transactions.
Trusted Solutions to Drive Your Business Forward
Mergers & Acquisitions
We advise buyers and sellers on business sales, mergers, acquisitions, ESOPs and other similar transactions. Our Business Owner Solutions team will deliver the strategic advice and practical guidance to help you achieve the optimal outcome in your business transition.
Our credentialed, experienced business valuation team understands both the art and science of business valuation. We tailor each project to the client's unique situation and needs. The ongoing M&A experience of our Business Owner Solutions team is a critical factor grounding our valuations in the real world.
When you're ready to transition your business to new ownership or to the next generation, our Business Owner Solutions team can help you develop a comprehensive and detailed exit plan that creates long-term financial security for you and your family and preserves your business legacy.
Select Business Owner Solutions Transactions
Comprehensive Strategic Support
We make expertise accessible and approachable by blending full-service business owner solutions capabilities with dedicated, local wealth management advice.
Contact our team today to discover how we can help you plan for the future of your business.
Recent News & Publications
A panel of experts discuss the ingredients of a successful transition of a privately held business.
Learn about our recent work advising on transaction in the manufacturing sector.