We help established, lower middle market business owners reap the real benefits of a lifetime’s worth of hard work.
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.
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.
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.
Explore Our Services
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.
See where we can take you.
Strategic Value Maximization
We help our clients plot their future, whether that’s selling their business, growing into new opportunities, or changing focus completely.
Ensure your legacy.
Our services in succession planning and strategic value improvement make for smooth generational transfers.
A more perfect union.
Mergers & Acquisitions
Through full auction processes, management buyouts and corporate divestitures, we provide superior M&A evaluation and consultation.