Closely Held Business Portfolio Diversification

We help middle market companies and their owners execute critical business transactions including capital funding/sourcing/liquidity, buying out of partners, ownership transitioning, buy-side transactions (acquisitions), and sell-side transactions (divestitures). We help business owners monetize the value of their business to achieve greater liquidity and diversification. Our professionals will listen to your goals and concerns and will work with you to craft a strategy for achieving your desired goals. Various strategies that may be explored include Dividend Recapitalizations, partial sale of business via ESOPs, Private Equity or EB-5 investments among other potential vehicles.