Mid-market advisory Independent, advisory-focused middle market investment bank with over 100 years of transaction experience, focusing on privately-held and family-and-founder-owned businesses. Potential sales opportunity centers on engaging family-owned enterprises seeking strategic advisory, exit planning, or M&A execution.

Recent leadership hires New Director hire in September 2025 signals ongoing growth and potential expansion of deal sourcing, client coverage, and advisory capacity. Leverage this momentum to approach mid-market companies seeking refreshed leadership in M&A execution and business development.

Industry versatility Serves manufacturing, business services, consumer products, and industrial sectors with a generalist yet targeted approach. Opportunity to connect cross-industry clients looking for strategic insights on divestitures, recapitalizations, or acquisition strategies to optimize portfolios.

Growth through acquisitions Historical M&A activity including acquisitions and advisory roles demonstrates a track record of deal execution and integration. Prospect conversations can highlight value of sell-side readiness, asset divestitures, or management buyouts as pathways to liquidity.

Sustained deal experience Long-standing presence in the mid-market with a focus on family and founder-owned businesses suggests a deep understanding of ownership dynamics and succession planning. Target opportunities include exit planning, family-held business succession, and private equity-backed recapitalizations.