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FOUNDING PRINCIPLES

Trust and Integrity

Our clients’ goals are typically highly confidential. When entrusted with something as monumental as the divestiture of a multi-generational family business or a portfolio that is the result of a Private Equity backed roll-up over the course of many years, the execution of the sales process can result in a significant difference in valuation. Maintaining a reputation of integrity in all of our transactions allows buyers pursuing our engagements the ability to move forward without looking over their shoulders, and our clients sleep well knowing their assets are in the hands of the most capable deal team in the industry.

Long Term Focus

Many mistakes are made by firms that are more interested in their next financial gain rather than their firm’s reputation for the next fifty years. We are going to be in business for well past the foreseeable future, so those we engage with can rest assured that no shortcuts will be taken in order to expedite any step of a transaction.

Persistence

We simply do not quit. We never let the sun set on a missed call, and are relentless in our pursuit of completing our engagements. It does not matter the task, our firm will solve any issue in the way of completing our assignment.

Discretion

Confidentiality is critical in every aspect of our process. Our clients need to be able to focus on running their day-to-day business free from distractions that can be rampant from a poorly executed divestiture. Today’s marketplace requires more than a signed Non-Disclosure Agreement. It requires the experience and expertise to facilitate the proper flow of relevant information to qualified buyers in a manner designed to move the discussion from concept to closing.  

Effort

We will outwork our competitors at every level of our firm.

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