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An Experienced and Guided Approach
That's Our Signature

Transaction Advisory Services

Our dedicated Transaction Advisory Team is fully equipped to navigate your business purchase or sale needs.  We offer hands-on support to varying sized businesses across all industries during each step towards reaching their maximum transaction outcome.

How We Can Help

  • Sales Process Management
  • Identify, screen and actively target potential opportunities
  • Work with lenders to fund your deal
  • Help with raising financing for an acquisition, expansion or just for liquidity
  • Pricing Analysis
  • Structure and negotiate deals
Contact us for a personalized discussion

Access to Firm-Wide Resources

Along with Derek’s vast industry experience, our clients have access to our firm-wide resources.  Close collaboration with our Corporate Finance, Tax, Valuation and Accounting teams helps to guide decisions made in advance of a sale to increase value, make the sales process more seamless, reduce tax implications, and ultimately complete the best deal possible.


We’ve teamed with interVal to offer you unique and direct access to software that allows you to monitor your company’s value in real-time and learn how you stack-up against similar businesses in your market.

Video: Find out how it works

Meet the Team

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Work With Us

Contact our team directly for a personalized discussion.