For businesses seeking a financial partner to acquire a majority or minority ownership stake, we target prospective investors with relevant industry experience and aligned investment criteria, and support our clients through negotiations and closing.

For businesses seeking outside capital to fund their near and long-term growth objectives, we identify investors with a track record of supporting founders, entrepreneurs and professional management teams through the next phase in their lifecycle.

For businesses that want to broaden their product offerings, customer base or target markets, we identify prospective acquisition candidates, perform due diligence, advise on deal structuring, and negotiate final deal terms.

We partner with CBIZ-Berntson Porter’s Transaction Services practice group to provide Quality of Earnings analyses and other transaction-related due diligence support.