and Advisory Expertise
Our team has completed over 800 M&A advisory, financing, restructuring, and ESOP transactions with an aggregate economic value of over $11 billion. Our independent advice and experience executing diverse transactions positions us to deliver tailored solutions aligned with our clients’ goals.
Mergers and Acquisitions
Design and execute sell-side M&A processes that create maximum negotiating leverage and produce optimal results for privately held companies in Pennsylvania.Learn More
Employee Stock Ownership Plans (ESOP)
Evaluate, structure, and execute ESOP transactions for Pennsylvania-based companies, trustees, and selling shareholders with a deep understanding of the regulatory, tax, and financing complexities and opportunities that often present.Learn More
Special Situations M&A
Partner with bankruptcy attorneys, business owners, chief restructuring officers, and creditors to provide an insightful, proven process and the right distressed M&A approach to quickly address challenging situations.Learn More
Valuations for 409A compliance, ESOP administration, estate and gift tax compliance, fairness opinions, financial reporting, and in connection with shareholder disputes and/or other litigation matters for Pennsylvania-based businesses.Learn More
Boutique Firm Attention,
Large Firm Execution
We focus on the planning, understanding, and positioning of the business throughout the transaction lifecycle to ensure the best advice and counsel. For our clients, this means a tailored transaction 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.