Transaction Excellence
Proven track record executing complex financial transactions from $50M to over $500M with precision and expertise.
Industry Specialization
Deep sector knowledge in heavy industrial manufacturing, metals recycling, and aerospace/defense government contracting.
Relationship Capital
Extensive networks within commercial banks, capital markets, and private lending institutions to optimize financing solutions.
Primary Services
Comprehensive corporate advisory services and strategic financial solutions for complex transactions.
Financial Consulting & Capital Markets
Sophisticated debt and equity raising services, project finance structuring, and quantitative analysis to support growth initiatives and capital requirements.
Corporate Governance & Strategic Consulting
C-suite advisory services encompassing comprehensive corporate governance frameworks, strategic planning, and executive-level consulting.
Business Process Optimization
Transformative management consulting services, including enterprise-wide system implementations and operational efficiency enhancements.
Traditional Bank Financing
Extensive relationships with commercial banks throughout the United States to bring the right banking partner for your specific needs, size, and complexity.
Private Lending & Alternative Finance
Specialized private lending consulting services providing access to non-traditional financing solutions and structured debt products.
Franchise Development
Comprehensive franchising consulting services supporting both franchisors and franchisees through expansion strategies and financial structuring.