Trending: Physician Practices

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

Trending: Early-Stage Music Companies

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

Trending: Nursing Homes, Home Health & Hospice

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

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.

Recent Articles

  • Rising real estate prices offer bus...

    It will come as no surprise that investors in the real estate market are doing very well right now. With these increased real estate values comes significant opportunity for business owners who own the property on which their business is operating. With so many gains …

    Continue Reading
  • Projections: An exercise in futilit...

    Building forward-looking models and/or budgets is crucial to business success; it is also difficult, which is why many business leaders do not allocate appropriate time and resources to this effort. Continue Reading
  • Crowdfunding: A tool for your busin...

    The burgeoning use of crowdfunding, particularly for entrepreneurial businesses, may cause any business owner to wonder about its efficacy as a tool for securing funding for his or her own enterprise. Is it just a fad? Is it only for start-ups? Continue Reading

Experts in the process of creating business value . . .

2nd Generation Capital