Where transactions becomes Legacies
A Leading Financial
Advisory Firm
Unlock Value, Align Interest, Reset the Course
The right choise when you’re selling your family business
Investment Banking Services
An unsolicited offer, a need for growth capital, or a family transition changes the course of a company. Our senior-led team brings Wall Street experience and the judgment of former owners. We position owners to pursue transactions with their priorities defined.
Mergers & Acquisitions
Protect What You’ve Built
Selling your business is a defining moment, both financially and personally. With decades of middle-market experience, our senior-led M&A team guides family-owned and closely held businesses through pivotal transactions.
Debt & Equity Capital Advisory
Preparation Sets the Terms
Capital raises bring an owner’s plans under market review, and the case must hold up. Investors test how the funds will be used, what the business can support, and how the opportunity compares with other options. Our hands-on advisors prepare the case for the transaction that an owner intends to pursue. We put the right financing in place.
Acquisition Financing
Smart Capital. Better Outcomes.
The right capital structure changes everything. In an acquisition, financing choices define how much risk the business can carry and how competitive a buyer can be. We structure and place the debt early, aligning capital with the transaction.
e are extremely appreciative of CMA’s leadership and guidance throughout the transaction process. Their team played an important role in formalizing our preexisting partnership with Nu Aire, providing us with insights we might not have considered and effective ways to align our businesses to meet the diverse needs of end-users.
Start the Conversation
Whether you’re weighing a sale or planning how to fund a major move, we are here to help you think it through.