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Partnering and advising companies in the lower middle market. Our clients include family offices, private equity firms, publicly traded companies, and family owned businesses.

 

Creating strategic value and solutions in the lower middle market

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Industries

 

  • Business Services

  • Consumer Products

  • Data Analytics

  • Distribution

  • Financial Services

  • Food and Beverage

  • Franchises

  • Gourmet Markets

  • Hotels and Motels

  • Media & Advertising

  • Professional Services

  • Real Estate

  • Restaurants

  • Retail

  • SAAS

  • Software and Technology

  • Staffing Firms

  • Tech-Enabled Services

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