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

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.

Financial Advisory

Exit Planning
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.

Investment Banking

We represent companies considering various transactional events through our wholly-owned subsidiary, 2nd Generation Financial, member FINRA & SIPC.
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Experts in the process of creating business value . . .

2nd Generation Capital