and Advisory Expertise
Get the best possible solutions to realize your goals by leveraging our broad experience in diverse transactions and independent advice. Our team has completed over 800 M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion.
Mergers and Acquisitions
Get maximum negotiating leverage and optimal results for your privately held Florida-based company with expert advice that stems from extensive experience designing and executing sell-side M&A processes.Learn More
Employee Stock Ownership Plans
With a deep understanding of the regulatory, tax, and financing complexities and opportunities that ESOP transactions present, our team has extensive experience structuring and executing ESOP transactions for Florida-based companies, trustees, and selling shareholders.Learn More
Special Situations M&A
Our team partners with Florida bankruptcy attorneys, chief restructuring officers, creditors, and business owners to provide indispensable insights and the right distressed M&A approach to address challenging situations—oftentimes in as little as 60 days.Learn More
We provide informed valuations for ESOP administration, financial reporting, estate, and gift tax compliance, 409A compliance, fairness opinions, shareholder disputes and/or other litigation matters.Learn More
Boutique Firm Attention,
Large Firm Execution
Our engagements are more than just transactional. We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to assure the best advice. For our clients, this means a tailored transaction process that strategically aligns with their objectives; for referral sources, this means peace of mind that your clients, borrowers, and/or shareholders are receiving informed and resolute guidance.