our services

"Our services are centered around our clients' needs. We seek to be fully aligned with our clients and believe in a disciplined approach that results in superior results."- Peter Frankfort, Managing Director

Investment Banking

Mergers & Acquisitions and Capital Advisory

Sell-Side Advisory

Buy-Side Targeting & Advisory

Joint Ventures

Debt Raising Advisory

Equity Raising Advisory


Financial Advisory and Strategic Consulting

Detailed Financial Modeling

Strategic Options Analyses / Valuations

Portfolio or Business Unit Analyses

M&A support services

Post Acquisition Financial Analyses/Synergy Analyses

Business Analytics

Pre-Sale Preparation Services

ESOP Services

Employee stock ownership plans

ESOP Formations/Feasibility Consulting

M&A Advisory (Sell-Side and Buy-Side)

Capital Raises for ESOPs

ESOP Trustee Advisory


News & Insights

6 Common Reasons M&A Deals Fall Apart

Failed deals are common and can cause disruption and meaningful expenses for both the potential seller and buyer. Business owners who are contemplating a sale should understand the key factors which could derail a sale process.

6 Considerations When Selecting an Investment Banker

The sale of a company is typically a once in a lifetime event for most business owners, so they usually do not have existing relationships or prior experience working with investment bankers. We have highlighted 6 considerations that should be taken into account when selecting an investment banker.

9 Ways a Sell-Side Investment Banker Drives Transaction Value

Most privately-owned business owners will eventually consider a sale of their company. Few, however, have prior experience in navigating a sale process or fully understand the role of an investment banker in facilitating a transaction.