Experienced. Established. Practical. Proven.

Your deal is not just like any other deal.

Representative Transactions

More than anything, our goal with every transaction is our clients’ success. When you’re successful, we’re successful – and that’s how each transaction should be.

To learn how we’ve helped others, read through the transaction case studies below. If you like what you see, give us a call and we can get started.



PMCL sold to CDM...

Our first sell-side client, Planning and Management Consultants,
Ltd. (PMCL) was referred to us following a failed transaction
process conducted by a national firm. Organized as a Sub-S ESOP
entity with 40+ owners, PMCL represented interesting...

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See all of our representative transactions...