What Sets Us Apart

Extensive Reach, Exceptional Marketing

Unlike most other firms that connect with 50 to a few hundred prospects, we leverage not only database and research tools but also our sizable network, which includes direct industry, related industry, financial and international entities, as well as emerging targets. Marketing to a much larger pool of potential buyers or sellers creates more choices for our clients, increases the potential for success and can help drive more favorable terms and higher value.

Customized, Effective Execution

Tailored to meet precise business objectives as well as individual preferences, our approach is both systematic and flexible in order to help achieve optimal results. Our work is guided by the knowledge that the transaction is an event of major consequence to business owners.

Comprehensive Subject Matter Expertise

Senior leaders in our investment banking and transaction advisory practices join forces to offer superior deal execution to help increase certainty to close and maximize value. The investment banking practice has full access to all PKF O’Connor Davies tax, accounting, valuation, due diligence and management advisory services professionals. These skilled industry specialists assist the investment banking team by performing financial due diligence, identifying risk mitigation opportunities and advising on specific due diligence issues that may arise. The full range of our proficiencies helps ensure potential deal issues are identified and properly mitigated.