Who We Serve

While at the core of all our assignments is someone trying to make a good financial decision, we group our clients into four main categories. Our practice areas support the needs of multiple client segments.

Business & Professionals

We support and advise clients with specific expertise in the manufacturing and energy sectors. We provide clients with expertise and knowledge that inform decisions and strategies related to transactions, capital-raising and valuation. Through our services, we assist business owners as they work to grow and expand their companies.

Financial Institutions

We work alongside community banks and financial institutions across the southeast. Our professionals have transactional experience ranging from whole-bank acquisition advisories to valuation reports, workout consulting and capital advisory. We also have deep knowledge of the credit functions of these institutions.

Non Profits & Governments

For the past 40 years, we have worked closely with state governments, municipalities, nonprofits and educational institutions. We focus on practicing good stewardship, conducting long-term planning and fulfilling fiduciary responsibilities. Our scope of services ranges from investing treasury and endowed funds to assisting with raising capital.

Individuals & Families

Our firm combines the transactional skills of a boutique investment bank with a solid investment process uniquely suited to assist professionals, business owners and their families. We understand the lifecycle of a successful business and work with clients at various stages from formation, to transition, and finally to leaving a legacy that is well managed into the future. We take ownership in our client’s financial situation and seeking out appropriate resources when needed to meet their investment and other financial challenges. We seek to establish relationships based on trust by always putting our clients’ interest first and demonstrating technical expertise that is both broad and deep. Our approach forms the foundation of a strong relationship that frees us from focusing on things we can’t control (the financial markets) to those that we can control and do have a meaningful impact in long term success.