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“Our Specific Focus is to Create Enterprise and Shareholder Value”



  • Corporate Consulting Services –  We design and support our clients in the execution of growth initiatives and capital formation campaigns to enhance and create shareholder value. Our expertise includes the review of potential financing alternatives available within any given market environment and we provide recommendations with respect to the options available in support of our client’s capital needs. We support and assist our clients in conducting capital market operations in a compliant and regulated, best-of-breed fashion. Along with corporate consulting, equity and debt formation, merchant capital origination, and strategic transaction advisory services, we can assist our clients with their marketing, branding, business development, and expansions.


  • Capital Formation Advisory – We can provide introductions to sources of capital including equity, debt, and mezzanine. We match our clients with institutional investors, ultra-high-and-high-net-worth private investors, and investment banking firms specializing in these types of investors. Through our relationship with Liberty Associates, a 40-year-old FINRA Member broker-dealer Inc., we have the access to raise capital directly and build syndicates with other leading broker-dealers. Liberty Associates, Inc. has some common ownership and executive leadership within our team.


  • Merchant Capital Origination – We provide benefits to our clients by matching, introducing, and connecting them with leading syndicators and strategic investors.


  • Capital Needs Analysis and Planning – We conduct budget analyses and assist in preparing valid, supportable projections with a design to access capital markets. We analyze, provide, and spearhead strategies for meeting growth hurdles.


  • Opinions of Value – We conduct valuation analyses and provide high-quality, supportable opinions of value that can be used to access public markets, execute strategic transactions, and for estate and probate needs.


  • Corporate Offerings and Presentation Materials – We develop compliant equity and debt offering materials to access capital markets and assist with corporate presentations for use with investors, business development, and other interested parties.


  • Strategic Transaction and Growth Advisor – We source, spearhead, and execute mergers & acquisitions, new partnership formation, and prepare and assist our clients with executing a sale of a division, the entire operating company, or for a generational transfer of assets.


  • Public Market Professional Services – We provide and or introduce management with high-quality and cost-effective external capital markets specialists. We support management in directing specialty professionals, including law firms, accountants, and public investor relations firms to access public markets


  • Industry Expert and Key Executive Relationships – We introduce and assist our clients in building a high-quality Board of Directors and Technical Advisory Board. We make introductions to high-level corporate executives, dealmakers, and other successful businesspersons to develop key industry relationships and potential members for the Board of Directors, Technical Advisors, and strategic/lead investors.



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