Focus and Services

Focus

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Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.

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1

Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.


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1

Insurance Brokerages

Deep experience advising brokers on strategic sales to private equity and national platforms.


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2

Healthcare Services

Deep experience advising brokers on strategic sales to private equity and national platforms.

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2

Healthcare Services

Deep experience advising brokers on strategic sales to private equity and national platforms.


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2

Healthcare Services

Deep experience advising brokers on strategic sales to private equity and national platforms.


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3

Cross-Border Transactions

Deep experience advising brokers on strategic sales to private equity and national platforms.

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3

Cross-Border Transactions

Deep experience advising brokers on strategic sales to private equity and national platforms.


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3

Cross-Border Transactions

Deep experience advising brokers on strategic sales to private equity and national platforms.


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4

Founder-Led Businesses

Deep experience advising brokers on strategic sales to private equity and national platforms.

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4

Founder-Led Businesses

Deep experience advising brokers on strategic sales to private equity and national platforms.


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4

Founder-Led Businesses

Deep experience advising brokers on strategic sales to private equity and national platforms.


Services

Mergers &
Acquisitions

We manage the full sale process and strategic options - from buyer outreach to closing—so you can focus on running your business while we get the deal done.

We manage the full sale process and strategic options - from buyer outreach to closing—so you can focus on running your business while we get the deal done.

Valuation
Services

We deliver clear, market-driven valuations to help you understand your company’s value — whether you're planning ahead or preparing to sell.

We deliver clear, market-driven valuations to help you understand your company’s value — whether you're planning ahead or preparing to sell.

Financial
Consulting

We offer financial guidance and CFO services to help you prepare for growth, improve performance, or get ready for a future exit.

We offer financial guidance and CFO services to help you prepare for growth, improve performance, or get ready for a future exit.