Our Services

Whether you’re considering your first acquisition or are a seasoned investor, we help develop, refine, and optimize the M&A process—guiding you from initial ideation through closing and beyond.

We don’t just identify opportunities—we find the right ones. Our proprietary search methods allow us to pinpoint ideal acquisition targets based on industry, geography, and specific company attributes, ensuring a focused and effective deal pipeline.

We navigate transactions of all sizes, specializing in working with companies generating between $500K and $5MM in EBITDA. Our rigorous due diligence process, combined with our trusted network of accounting, legal, environmental, and tax professionals, mitigates risk and drives successful outcomes.

With deep transactional expertise and an extensive network in the printing and packaging sectors, we offer unparalleled insight and access to exclusive deal flow.

We specialize in guiding family-owned and founder-led businesses through the complexities of buying or selling their companies. With a decade of dedicated experience in this space, we understand the unique financial, operational, and personal dynamics involved—often making this the first transaction for these owners. Our team has successfully navigated these transitions time and again, ensuring a seamless, strategic, and value-driven process.

Access high-caliber financial expertise on a flexible basis. We provide strategic advisory services tailored to your needs, including budgeting, financial reporting, and strategic planning. Our team delivers actionable financial insights for management and Board members, along with high-impact presentations for Board meetings that drive informed decision-making. We also oversee audit processes, coordinate with auditors, and ensure full compliance and transparency.

We conduct thorough evaluations of your organization’s financial operations, people, and systems—pinpointing strengths, identifying gaps, and delivering actionable recommendations to strengthen your business and optimize financial and operational performance.

We assess the capabilities of your finance and accounting team, offering hands-on coaching to enhance skills and efficiency. If you’re expanding your team, we assist with technical candidate screening and ensure seamless financial operations throughout the transition.