WE HELP YOU EXECUTE ON ALL FRONTS
Hands-on services to help you avoid costly mistakes, to scale smarter, and to grow with confidence
Accounting/Audit/Financial Reporting Services
Making informed decisions and identifying cost-saving opportunities. Clear financial oversight with accurate reports, efficient bookkeeping and compliance
Ensuring timely, compliant payroll and supportive HR system for employee satisfaction and retention
​Payroll/Benefits/HR Advisory & Training Services
Attracting the right capital and negotiating favorable terms. Securing funds to drive growth with clear strategy and savvy pitch
Diverse Funding Services
Making informed decisions, navigating the market effectively, maximizing value and supporting your strategic goals whether you are buying or selling
Real Estate and Business
Acquisition/Disposition
Services
OUR SUCCESS STORIES
We focus on delivering results that help our clients make real progress
$130M STRATEGIC ACQUISITION OFFER SECURED
Advised a multi-regional retail and fuel distribution group in securing a $130 million acquisition offer from a strategic institutional player.
$120M OFFER FROM PRIVATE EQUITY
Secured a $120 million acquisition proposal for a Southeastern fuel supplier from a leading West Coast private equity group.
$30M LINE OF CREDIT ARRANGED WITHIN 2 WEEKS
Structured a $30 million credit facility for a regional energy distributor, providing accelerated liquidity for growth initiatives.
$250K EQUIPMENT FINANCING FUNDED IN UNDER 7 DAYS
Facilitated expedited financing for mission-critical equipment for an industrial services business, funded in less than one week.
$800K BRIDGE LOAN TERM SHEET SECURED IN LESS THAN A WEEK
Assisted a mid-sized construction company in obtaining fast-turnaround bridge financing to support ongoing project execution.
$1.2M TERM SHEET SECURED FOR CONSTRUCTION OPERATOR
Advised a construction and infrastructure services firm in securing $1.2 million in funding for business expansion and working capital.