Who We Are

We are experts in growing capital who understand both the science and the art of business funding and ownership transfer. We are deal people. We bring a wealth of knowledge and a fearless creativity to every transaction so we can aggressively promote our clients’ best interests. Years of experience have taught us what financial investors, strategic partners, and potential buyers want to see in an opportunity. We use this knowledge to benefit business owners, like you, and ensure that a deal meets your goals and objectives. We not only share an insider view of your operations with you but also help you build and deliver the strongest business case.

What We Do

We help our clients use their money to make more money. We achieve this by providing customized services to prepare companies for success, connect owners with investors, buyers, and sellers, and execute shareholder-related events and growth-capital transactions.

Prepare: The best time for our initial meeting is as much as three years before a major shareholder event. We want to help you implement simple development strategies that dramatically increase your company’s value, prepare you for a sale, or position you to make an acquisition.  The earlier we’re involved, the more value we bring to shareholders.

Connect: After decades in the capital industry, we have developed an extensive network of select contacts, resources, and relationships. We can introduce you to potential financial investors, complementary partners, qualified buyers, or interested sellers.

Execute: We understand how to complete difficult deals, which means we can decrease the chances of a deal unwinding or deteriorating.

How We Add Value

Instead of offering only general advice, we give targeted recommendations for achieving the best outcomes in specific situations. We have an in-depth knowledge of the capital and equity markets so we can present you with options, propose strategies, facilitate decisions, and implement plans. Contact us as soon as you anticipate these situations:

•    Company expansion, including strategic collaborations or mergers and acquisitions
•    Spin-offs of divisions, subsidiaries, operating units, or product lines
•    Shareholder value-related succession planning, including the transfer of a business to the next generation
•    Partial or complete sale of a company in a limited, tightly controlled offering or in a broad, all-encompassing solicitation
•    Contract negotiations, like major supply, distribution, or processing agreements
•    Liquidity and cash flow issues, including fatigue involving funding sources

Who We Serve

Owners and managers in privately held, Midwest companies look to us to guide them through the process of preparing for a deal and raising capital. Whether companies have $5 million or $250 million in revenues, we evaluate their business models’ ability to use capital to accelerate growth of operating income and profit margins. Then we help them refine and package their business model in a way that will make it most attractive to investors, partners, buyers, or sellers.

Why You Can Trust Us

We’re born and bred in the Midwest and these values and ethics carry through everything we do. You can be confident that we will treat you in an honest, direct, and respectful manner. We will give you a straightforward assessment of your current situation and use our experience and our relationships to develop practical, effective solutions.

Why to Call Us

You have invested your life in your company, and we have invested our lives in understanding how to advocate businesses like yours to those who provide capital, liquidity, and shareholder value. When you work with us, you lower your risk of making mistakes on substantial business decisions. Using our carefully honed intuition and instinct, we can precisely calibrate your business to maximize its value. We help you avoid the many opportunities for failure and ready your company to take advantage of good fortune.