Closely-held Company Advisory

We specialize in providing strategic advice to closely-held businesses. We help business owners to achieve their long-term goals and navigate the landscape of private equity and investment banking as they seek to sustain and grow their companies, transition ownership, diversify wealth, and/or bring on a new capital partner. We also provide our clients the ability to tap into our vast network of top-tier private equity firms and family offices.

We typically work with large, profitable, private businesses with significant runway for growth, both organic and inorganic. We have substantial experience working with multi-generational family- and founder-owned businesses.

We optimize for outcomes that maximize value with minimal business disruption.