High-Caliber Personal Attention

Our senior professionals lead every transaction and are actively involved across the entire M&A process. We have earned a reputation for the highest degree of integrity and service and are guided by the singular goal of exceeding our clients’ expectations.

Thoughtful Deal Execution Model

Tailored to address specific process needs and client preferences, our execution model is both systematic and flexible. We are firmly convinced that successful outcomes start with effective, thoughtful preparation to help maximize certainty of deal closing.

Creative Marketing, Extensive Reach

We employ a heavily data-oriented, yet creative approach when positioning businesses for a sale process. Unlike other firms, we pursue a bold go-to-market strategy aimed at identifying and engaging all capable targets – both domestically and internationally.

Comprehensive Subject Matter Specialization

Our combined investment banking and advisory teams deliver superior deal execution. Backed by PKF O’Connor Davies’ extensive resources in tax, accounting, valuation and due diligence, we help identify risks, mitigate issues and maximize deal value.

Our clients benefit from our commitment to delivering value at every stage of a transaction. On their behalf, we: