Client Profile      
         
 

A typical client would generally have the following characteristics:

  • Revenue greater than $20 million or EBITDA greater than $3 million
  • Historical profitability 
  • Company valuations between $15-$500 million
  • Experienced and reputable management team
  • Strong competitive position
  • Attractive growth prospects
  • Operations in the Western U.S.
  • Management and board that recognizes the value in having a dedicated investment banking advisor

 

 
  Our Services
 
  Mergers & Acquisitions
 
  Strategic Advisory
 
  Private Capital Raising
 
  Family Business Advisory
 
  Valuations