Industries Served

  • Manufacturing

  • Construction Companies and Contractors

  • Government Contractors

  • Emerging Technology

  • Aerospace & Aviation

  • Logistics & Transportation

  • Telecom Service Providers

  • Property Management

  • Ecom & Cloud Services

  • Insurance

  • IT Service Companies

  • Hospitality & Food Services

Intermediary Service

Acquisition - Merger - Divestiture - Harvest

Small & Medium to Mid-Cap Firms

(Less then <$2M - $20M Annual Revenue)

Direct Engagement or Partner Referral

Business Development

Business Finance Options

Revenue Growth

Intermediary Service

Intermediary M&A Services

  • M&A SMB &mid-size companies ranging from under $2 million in sales to over $20 million in sales.

  • Commercial Real Estate sales when tied to the sale of the business.

  • Commercial Real Estate referral

  • Tax Planning & Tax Strategies referral.

  • Private Equity fund raising, fund management, portfolio management and harvest strategies referrals.