Transform Your Business

Strategy / Planning / Liquidity / Transactions

Value Engineering

Equity and shareholder value are the measure of your business’ health and success. Our time tested, ClearFocus 20/20 process and value building methodology guides the way.

Consulting & Advisory

From organizational dynamics, corporate governance, C Suite hires, sales & marketing, operations, financial management, KPIs and customer market dynamics, we provide an objective and actionable perspective for you to achieve the next level of success.

Growth Capital & Liquidity

Ready to grow? Capital required to address changing conditions? Our extensive capital connections and proven capital raising process can provide the right balance of debt and equity, at the right price with the right partner.

Mergers & Acquisitions

Whether it’s time to grow through acquisition or a recapitalization, buyout a partner, or sell and exit, over the last 30 years we have completed over $2 billion in transactions. Our M&A process is designed to maximize your value and terms.

Chance Favors the Prepared. Are You and Your Business Prepared For When Opportunity Knocks at Your Door?

– Alan Marrullier, Managing Director

Some of Our Clients

Practical Real-World Advice

There probably isn’t a business challenge we haven’t seen, but we understand that each situation is unique and requires its own solution. Our broad industry exposure allows us to craft creative approaches to solve difficult problems.

We Get Deals Done

Our track record for transaction completion speaks for itself and is impeccable. Just speak to our clients and they’ll confirm that the deal process and methodologies we’ve refined over the past three decades get results. Our focus is on maximizing price, terms and synergies.

Preparation & Planning

If we have learned anything through our years of experience it would be that success is achieved with diligent prepartion, planning and discipline. From internal due diligence, to documentation, KPIs, competition analysis and SWOT analysis, our team will have you prepared to succeed.