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Partnering and advising companies with revenues between $10 million to $100 million. Our clients include family offices, private equity firms, hospitality companies, and family-owned businesses.

 

Creating customized 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

  • Professional Services

  • Real Estate

  • Restaurants

  • Retail

  • SAAS

  • Software and Technology

  • Staffing Firms

  • Tech-Enabled Services

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