Services
Attention to detail, judicious business decision-making and a proven capacity to navigate and overcome the unexpected
Comprehensive Investment Banking Services that Optimize Transaction Outcomes
Whether selling a business, raising financing or stabilizing a challenged capital structure, our Managing Director-led teams provide thoughtful, sophisticated solutions for middle-market transactions
Our Services
Sales, Mergers & Acquisitions
A tailored approach to sell- and buy-side transactions that meets strategic objectives, maintains deal momentum, and maximizes value
Special Situations
Navigation of complex multi-party environments with expertise in a broad range of industry and structuring dynamics


ESOPs & Financings
Tax-efficient liquidity events and efficient financing structures that align the interests of shareholders, management and employees
Valuations & Opinions
Timely, objective and independent analyses that conform to accepted industry standards and withstand the highest levels of regulatory scrutiny and peer review
Featured Advisory Engagements
Proven Results & Realized Value for Middle-Market Leaders


Aerospace & Defense
Advised Automated Business Power Inc., a leading designer and manufacturer of advanced integrated communications systems and uninterruptible power systems, to Cache Creek Industries, LLC and Rockmont Capital Partners, Ltd.


Niche Manufacturing
Sale of Triax Turbine Components, a manufacturer of turbine engine components, to Stony Point Group, Inc.


Metals
Sale under §363 of the Bankruptcy code of Keywell LLC, a supplier of recycled titanium, high-temperature alloys and stainless steel, to Prophet Equity LP


Aerospace & Defense
Advised Peerless Electronics, a distributor of switches, circuit breakers, sensors, and relays, on its sale to an ESOP


Building Products
Advised Davis & Warshow Inc., New York City’s leading HVAC and plumbing supplies distributor, to Ferguson Enterprises


Bakery Products
Advised Fullbloom Baking, Inc., a producer of natural and organic sweet artisan pastries, on its sale to Aryzta North America
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