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Family has significant complexity in their lives between their Financial Capital and Family Capital
you want to discuss financing options to buy or sell a business or a partner buy out.
you're working with an organization that needs investment banking help and feels frustrated by not getting the service they want
You're a mid market pe group, family office, public or private company that is experiencing some form of transition that needs a seasoned professional to bring practical business advice to the table.
A business owner wants to maximize value by providing a credible growth story and platform for the buyer