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Merchant Banking

New Business Projects

The most successful businesses are built on a solid foundation and strategic direction. Coupled with strong leadership, we provide advisory services and investment guidance to new businesses and seek to add companies to our portfolio. Our successful exits have ranged from roughly $2 million to more than $60 million. Our current portfolio includes a healthcare company addressing the aging of the U.S. population, a company addressing people’s desire for simplified music creation, and a specialty manufacturing concern with annual revenues in the $10 million range.

Advisory Services

We have acted in a variety of operational and advisory roles, both hands-on and at the board level. These activities are designed to help founders navigate planning, financial and management issues as their companies grow.

Our Portfolio

Given the right timing and circumstances, we seek to add our highest-potential clients to our portfolio, which consists of companies we have helped develop from the concept stage or those in which we have had a close working relationship with the founder(s).