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Corporate Finance Transformed
That's Our Signature

Corporate Finance Services

We have transformed the way we provide Corporate Finance Services and it’s all about supporting you.  It’s not just in what we offer, but in how we offer it. Our experience is sought after and our services are second to none, here’s why:

  • Our team of advisors has decades of combined experience covering areas including improving profits, setting performance measurement goals, preparing business plans, financial models, forecasts and projections and negotiating financing.
  • We have a dedicated Transaction Advisory Services Team who specializes specifically in buying and selling businesses and ensuring your ideal outcome.
  • We’ve also teamed up with interVal to offer you unique and direct access to software that allows you to monitor your company’s value in real-time and learn how you stack-up against similar businesses in your market.

Whether you are looking to grow your business, hoping to retire someday or need to consider your options, we are committed to helping you take control now to improve value and address areas that are adding undue risk to your business.

Areas of Expertise

Buying & Selling Businesses

We have proven success in helping clients with transactions including dealing directly with lenders to ensure funding. Not only can we identify, screen and actively target potential opportunities, provide pricing analysis, and structure and negotiate deals, but we’ll also develop a tailored plan to strategically reach your business goals.

Learn More

Financing

It’s such an important part of doing business, but can be complicated.  Let us help you sort through the complexities of applying for financing.

  • Analyze current financial structure and develop financing recommendations
  • Prepare financial packages
  • Source senior, subordinate or mezzanine bank financing
  • Negotiate bank covenant defaults
  • Negotiate and source private equity

Meet the Team

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Partners

All Team Members

Derek Orange

Derek
Orange

MBA, CPA, CGA

Vice President, Corporate Finance

Kevin Switzer

Kevin
Switzer

MBA, BA

Vice President, Corporate Finance

Our team is ready to help you get started.