We generally serve low to middle market companies, specializing in family owned businesses, ranging in sales from $20 to $100 million, domestic and international, operating in these industries:


 Business & Financial Services
 Hard Goods & Consumer Retail
  Healthcare Services
  Hospitality & Food Service
  Media & Entertainment

 Software & IT Services
  Telecom & Internet
 Transportation, Logistics and Distribution


Our strengths in these sectors come from our direct involvement in starting, owning and operating several businesses and from our collective experience of more than 100 years and hundreds of transactions. You receive expert, individual attention from professionals who take a holistic approach to helping you meet your strategic objectives. We assess not just your business and your goals but also your competition, yours and related industries and your markets in order to produce an optimal, targeted plan of action.

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Family Business Succession Planning

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Business Value Transfer