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Who We Serve
Our clients are family and founder-owned companies who care about value, legacy, culture, and what comes next.
We work exclusively with:
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Family and founder-owned, privately held businesses generating $7 million to $300 million in annual revenue
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Owners and management teams seeking sell-side, buy-side, and capital formation advisory
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Shareholders, Boards and management teams interested in value creation consultancy prior to enacting transaction initiatives
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Referral sources seeking to add value to their trusted advisor client relationships
500 +
Total Announced Deals
$20 + Billion
Total Announced Deal Value
120 +
Years of Experience
3
Locations Globally
Our Services
Sell-side and buy-side advisory designed to optimize value and ensure strategic fit.
Offices
CLEVELAND, OH

WEST PALM BEACH, FL

ROME, ITALY

Thinking About What’s Next?
Whether you are exploring a sale, planning an acquisition, or preparing for future growth, we’re here to help you evaluate your options with clarity and confidence.

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