You receive independent advice to identify and implement strategic solutions utilizing our knowledge, skill, network and experience to complete a broad array of confidential transactions.

We operate at the heart of any process, assist with negotiations, and provide impartial advice with the best interests of all stakeholders.

Whether your company is private or public, profit or non-profit, founder-led or professionally managed, we advise on the merits of each offer and utilize our relationships for successful outcomes.

By leveraging our independence, lack of conflict, industry knowledge and relationships, we have a record of successful results.

  • Sell – Side:
    We act for target companies, special board committees or selling shareholders.
  • Buy – Side:
    We advise interested parties on attractive targets for private or public companies.

Discrete, confidential and well qualified to provide objective advise.

Due to conflicts in relation to a possible transaction, we often assist with the transaction process delivering a fairness opinion.

Whether advising management, the Board or in unique situations, we provide independent advise and a rigorous process to realize better outcomes in situations of strategic importance.

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Strategic, Not Transactional


The best answers often come from the right questions. While we think deeply and broadly, we are in the business of implementing outcomes and creating value for our clients.


To reach your desired outcomes, we deliberately and diligently provide sound advice. We complement those skills with deep industry knowledge.

Transactions

Exclusive advisor in sale of medical supply company.

Advised on divestiture of health plan and two hospitals.

Advised & implemented plan to enhance credit profile.

Advised on the merger and consolidation

Advised rating strategy and initial rating for new hospital.

Advised on and funded new hospital.