We provide strategic and transaction related financial advisory services for buyers and sellers of privately-held companies.

With over 25 years working on the buy-side and sell-side of transactions, we bring to bear a wealth of experience and expertise to assist our clients throughout all phases of a corporate finance transaction - from initial strategic planning to successful close.

Mergers and Acquisitions

Our comprehensive merger and acquisition (M&A) services are focused on providing advice and representation to corporate buyers and sellers  throughout the entire transaction process.  Our investment bankers are skilled dealmakers with experience and expertise at developing successful transaction strategies, identifying suitable buyers and sellers, and negotiating and structuring deal terms on behalf of our clients.

Private Equity Recapitalizations

We provide advice and representation to business owners seeking to recapitalize by selling partial equity interests in their companies in order to achieve liquidity.  Whether dealing with strategic buyers, private equity groups, or management buyout teams, we rely on our 25 years of transaction experience to guide companies through all phases of  private equity transactions.

ESOP Advisory

For business owners looking to sell all or part of their companies to employees in a tax-favored manner, under the right circumstances, ESOPs represent perhaps the best vehicle to do so.  Our investment bankers and valuation experts have provided ESOP advisory services to private companies ranging in size from $1 million to over $150 million in annual revenues for more than two decades.

Strategic Advisory

Business owners who proactively plan for partial or complete exits from their businesses in advance usually obtain much better outcomes than those who do not.  We work closely with business owners to identify and evaluate strategic alternatives and design and implement successful exit and liquidity strategies designed to meet specific objectives and maximize value and proceeds upon an exit or liquidity event.


Call us to learn more about our team, our services, and how we can assist you.

Los Angeles: (213) 233-1100   |   San Diego: (858) 964-1985   |   Irvine: (949) 214-2242