We have a long and successful history of serving small to medium sized enterprises in a wide variety of industries, with an emphasis on working with venture-backed technology businesses. Our corporate finance services combine our core capabilities in accounting, tax, consulting, and business valuation with investment banking transactional capabilities to provide value-added integrated services.
Our approach is founded on a traditional model of developing and maintaining close working relationships with our clients. We draw upon our technical expertise and deep transactional experience to provide strategic assessments and advice that helps stakeholders make well-informed decisions and optimize value.
We typically begin with a strategic alternatives assessment, which carefully considers the client’s possible courses of action. Next, we ready the enterprise for a transaction by conducting an assessment of potential issues from a buyer’s perspective. Once the enterprise is ready for a transaction, we provide traditional investment banking transactional services tailored specifically for the smaller enterprise.
Our corporate finance services can be bundled together into a comprehensive service plan or provided stand-alone. At all times, we tailor our services to fit the businesses needs.