Clear path.
Strong position.

We help established, lower middle market business owners reap the real benefits of a lifetime’s worth of hard work.

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Multi-Industry Experience

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Multi-Industry Experience

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Strength. Integrity. Legacy.

The most sought-after business transition service based in the Southeast, we have more than 100 years of experience helping our clients build their future on rich, fertile ground.

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Who we are.

We’ve been investment bankers, industry specialists, economists, CPAs, CVAs, CEOs, and Presidents. We pass that experience along to our clients, educating them so they can make well-informed decisions.

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How we work.

Our clients benefit from our extensive network of investors, industry leaders, and opinion makers. We serve as matchmakers, ensuring the best fit beyond the bottom line.

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Because we have the tools and experience to read markets, anticipate changes, and accurately value companies, we can ensure that our clients have reasonable expectations and negotiate with authority.

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Strategic Value Maximization

We help our clients plot their future, whether that’s selling their business, growing into new opportunities, or changing focus completely.

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Ensure your legacy.

Generational Transfer

Our services in succession planning and strategic value improvement make for smooth generational transfers.

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A more perfect union.

Mergers & Acquisitions

Through full auction processes, management buyouts and corporate divestitures, we provide superior M&A evaluation and consultation.

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Ready to start your transition?

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