Deal Sources & Referrals

Acquisition and advisory opportunities come to us from a variety of sources:

1. Business Owners (and brokers), often looking to discretely sell an underperforming or failing subsidiary or division of a larger parent company;
2. Lenders and Investors facing potential losses on a portfolio account;
3. The professional community, including accountants, lawyers and bankruptcy advisers looking to provide their client with an alternative solution; and
4. Senior executives who are involved with (or interested in) a distressed company and want to be part of fixing it.

Whether for an acquisition or advisory project, we treat referrals with the utmost privacy and discretion.  Referral rates vary depending on the specific circumstances and degree of involvement in the transaction before, during and post-closing.

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