ABOUT  US

We are a leading consulting firm specializing in buyside merger and acquisition origination and related services. Our company has roots going back to 1946 and is currently managed by the family's third generation of leadership.  

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We initiate corporate acquisitions, management buyouts, strategic mergers, and minority investments on behalf of our clients with private companies that are typically family or founder owned enterprises. These transactions provide companies with shareholder liquidity, growth capital, equity opportunities for management, and strategic benefits. We focus on companies earning between $20 million and $250 million in revenue across a variety of industries including consumer, healthcare, manufacturing, industrial, business services, distribution, logistics, and energy. We also assist with related due diligence consulting services such as comprehensive industry research and competitive landscape mapping. 

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Our principals may also provide equity investments in select transactions. After investing in a company, we provide business development support to our partner management teams.

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Our team has consisted of merger and acquisition specialists with 30 or more years of average experience in this profession. Prior to joining the firm, our associates typically have backgrounds in Fortune 500 corporate development, business ownership, investment banking, wealth management, and-or C-Level executive search.

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Our firm acts as a search partner and consultant to major corporations, private equity firms, and family offices who have well defined merger and acquisition objectives and the resources to close transactions. We have relationships with more than four hundred clients who are active buyers and investors. We continually screen these relationships with senior decision makers to understand their specific strategic interests and ensure they are purchase-price competitive. ​​​​​

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