Trending: Physician Practices

We have become experts in working with physician practices who are contemplating their strategic options.

Trending: Exit Planning

We are experts in guiding companies through a process to maximize the value of their business.

Trending: Nursing Homes, Home Health & Hospice

We have recent, significant experience with companies addressing the aging of the U.S. population.

Trending: Early-Stage Music Companies

We have spent considerable time working with music companies as they navigate their early-stage growth and raise capital.

Merchant Banking

New Business Advisory Services
We invest in companies for our portfolio by providing our own capital and partnering with institutional investors.

Financial Advisory

Expert Services & Opinions
We assist clients with valuation opinions, fairness opinions and expert witness testimony.

Investment Banking

FINRA Registered Broker-Dealer
We secure financial resources (debt or equity) for companies and represent buyers/sellers in private-company transactions.

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Experts in the process of creating business value . . .

2nd Generation Capital