MANAGEMENT CONSULTING

We help family-owned middle market businesses achieve their full potential by applying proven methods used by Fortune 500 enterprises. With backgrounds in strategy, corporate finance, operations, and law, we take a collaborative, multidisciplinary approach to addressing our clients’ most important challenges and opportunities.
We have a deep understanding of the issues facing owners, including business development, operations, finance, and leadership development. As entrepreneurs ourselves, we develop flexible and relevant solutions that strengthen the performance of our clients’ businesses.
We know that long-term sustainable growth begins with a strategy that capitalizes upon each business’ unique strengths. We help our clients better leverage these strengths, identify areas for improvement, and plan the best ways to pursue new customer segments and markets. Rather than apply a cookie-cutter formula, we focus on finding the most appropriate solution for each client.

Corporate Development 

Enabling growth through acquisitions through a comprehensive corporate development solution

Direct Investments

Backed by our family offices, we selectively invest in businesses where we have experience and can build enduring value 

Seller Advisory

Vigorously representing owners in the sale of their business to maximize both value and fit