We have become experts in working with physician practices who are contemplating their strategic options.
We are experts in guiding companies through a process to maximize the value of their business.
We have recent, significant experience with companies addressing the aging of the U.S. population.
We have spent considerable time working with music companies as they navigate their early-stage growth and raise capital.
Strategy & Capital Advisory Services
We advise privately held and family-owned organizations in corporate finance, strategy and governance matters.
New Business Advisory Services
We provide incubation-type guidance, invest our own capital and partner with institutional investors.
We help owners maximize and harvest the economic value of their business and transition that value when the owner is ready to start the next chapter of their life.
Expert Services & Opinions
We assist clients with strategic modeling, valuation opinions, fairness opinions and expert witness testimony.