Empowering Your Business
Strategic Insights
We specialize in guiding investment bankers, private equity firms, and private owners through business transformation, operational improvement, and strategic exit strategies tailored to the industrial, construction, and manufacturing sectors. Our boutique advisory combines board-level insight and hands-on leadership, offering a unique approach that bridges legacy family ownership with private equity rigor.
Special Situations
Whether you’re in a generational transition, considering an ESOP, preparing for public sale, or maximizing valuation for PE acquisition, or turning around a performance issue —our team delivers results.
What sets us apart?
Fractional Operating Partner Leadership: Interim CEO providing stability and transformational change.
End-to-End Exit Preparation: Strategic and operational due diligence for public, private, and family-owned companies.
Performance Transformation: Diagnose leadership gaps, organization health, and performance challenges—then deploy solutions for rapid improvement.
PE & Investment Banking Advisory: Candid, practical counsel on deal readiness, management, and investor alignment.
Legacy Preservation & Growth: Solutions for second-generation and family-owned businesses, including ESOP structuring and succession planning.
Our Partner - Built Alliance
