Our team has a collective 58 years of financial services experience; 24 specifically in M&A, private placement, strategic and transaction management

We have collectively closed and managed $364 million in transaction value

We are skilled at positioning sellers for maximum valuation, experienced in reaching large pools of strategic investors, adept at mitigating client risk, and seasoned negotiators on behalf of our clients

Meet Our Team
Dyanna Black – Principal
Mindy Klein – Associate
Lori Morgan – Associate