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Who We Serve
We specialize in serving business owners, shareholders, and investors in privately held and family-owned companies in the lower middle market in a select group of Core Economy Industries in which we have developed significant expertise through years of transaction, advisory, and operating experience.
Core Industries
We have advised hundreds of companies across many sectors—from straightforward businesses to highly complex enterprises. To deliver the most accurate valuations, sound advice, and exceptional client service, we focus on a defined set of Core Economy Industries where our expertise runs deepest and our insights create the greatest impact for clients.
Our Core Industries include:
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Building & Property Services
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Food, Beverage & Restaurants
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Transportation, Packaging & Logistics
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Automotive Dealerships & Repair
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Business Products & Services
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Manufacturing & Industrials
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Financial Services and Investment Companies
By concentrating on these Core Economy Industries, we understand the critical value drivers, challenges, and opportunities unique to each sector. This specialization enables us to provide sharper insights, stronger credibility in negotiations, and better outcomes for our clients—supported by the long-standing relationships we maintain with business leaders and private equity investors nationwide.
Representative Clients
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