We are a boutique investment bank focused on strategic and transaction advisory services for leading healthcare and business services companies

Candid communication,
disciplined approach,
trusted advice,
exceptional results.


We specialize in helping middle-market companies develop and achieve their strategic goals.

Strategic Advisory

We help companies evaluate their strategic alternatives and then formulate an execution plan. We have experience with a wide variety of strategic initiatives, both as advisors and as business operators.

Transaction (M&A) Advisory

We help clients execute strategic transactions, primarily mergers and acquisitions (M&A). We are experts at conducting competitive and disciplined M&A processes to maximize financial results for our clients.

Valuations & Fairness Opinions

We provide clients with reliable business valuations and fairness opinions, with a focus on the true “market value” of the company. In other words, we determine what a third-party would be willing to pay for the business.

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