Fund Manager - Proprietary Resources

The exclusive focus by on servicing manufacturing, service and distribution companies combined with proprietary resources allows us to differentiate our firm from other firms.

  • principals have backgrounds as Merger and Acquisition advisors, giving them a unique perspective and understanding of sellers concerns, transactional details and structure.
  • The individuals associated with the firm have worked with hundreds of different sellers and investment groups in completing successful transactions.
  • maintains a detailed database of funding sources, including venture capital firms, banks, merchant banks, leasing companies, asset based lenders and private funds.
  • Individuals associated with the firm have worked directly with agencies such as FAME, SBA, CEI, local development councils and the like, to secure financing and complete proposed transactions.
  • has developed its own software to produce business valuations, working capital analysis, projections, rate of return and ratio analysis.