Investment Bank for Business Services Clients
We provide customized solutions and strive to achieve optimal results for clients who develop and deliver services to end users in a variety of industry verticals.
Committed to Serving Our Clients
As a leading investment banking advisory firm, we are immersed in the constantly evolving, rapidly growing service-based economy. Our breadth of transactional, operational and technical experience enables us to intuitively communicate the underlying dynamics in key subsectors and generate the excellent outcomes for our clients’ individual needs.
Sector Focus
Specialty Distribution
- Automotive & Truck
- Building Products
- Chemicals & Gases
- Electronics, Electrical & Telecom
- Fasteners
- Flow Control
- Food Service & Jan / San
- Fuel & Energy
- Industrial MRO
- Material Handling & Industrial Automation
- Plastics & Packaging
- Safety Products
Education Services
- Alternative Education
- Continuing Education & Certification
- Data Analysis Tools
- Digital Content & Curriculum
- For-Profit Education
- LMS / CMS / SIS
- Outsourced Support Services
- Personalized Learning Tools
- Training & Education
- Value-Added Content Publishing
Facilities & Commercial Services
- Cleaning
- Electrical & Mechanical
- Fire & Life Safety
- Food
- HVACR
- Landscaping
- Laundry & Linen
- Parking
- Pest Control
- Printing & Graphics
- Security & Safety
Financial Institutions & Services
- Asset Management
- Asset Servicing
- Insurance Services
- Insurance Underwriting
- Payments
- Specialty Finance
- Traditional Banking Products & Services
- Wealth Management
Government Services
- C5ISR & mission systems
- Cybersecurity & cyber operations
- Intelligence support & analysis
- Data analytics & AI enablement
- Geospatial & remote sensing
- Systems & software development
- IT digital modernization
- Space & satellite systems
- Unmanned & autonomous systems
- Engineering, test, & technical services
- Acquisition, program, & mission support
- Health IT
- State & local government services
- Security services & enterprise risk management
Infrastructure, Utility & Industrial Services
- Data Centers
- Electric & Gas Utilities
- Energy
- Environmental
- Marine
- Outsourced Repair, Maintenance & Overhaul
- Power Management & Efficiency
- Railways
- Rental
- Specialty Construction & Contracting
- Test, Measurement & Certification
- Telecom, Fiber & Data
- Transportation
- Water & Wastewater
IT Services
- Cloud & IT Infrastructure
- Digital Transformation
- Integration
- Outsourced Software Development
- Reselling
- Managed Services
- Unified Communications & Networking
Transportation & Logistics Services
- Contract Logistics
- Contracted / Specialty Transportation
- Critical Parts Logistics
- eCommerce Fulfilment
- Food & Beverage Logistics
- Freight Forwarding / Freight Brokerage
- Healthcare / Pharma Logistics
- Intermodal Logistics / Infrastructure
- Logistics Technology
- Reverse Logistics / Aftermarket Services
- Time, Temperature & Security Sensitive
- Waste Transportation
Marketing & Information Services
- Agency Services
- B2B / B2C Media
- Business Intelligence
- Commerce Enablement
- Consumer Loyalty & Engagement
- Customer Acquisition & Performance-Based Marketing
- Data Management & Analytics
- Digital Advertising & Marketing
- Experiential Marketing & Events
Professional & Human Capital Services
- Business & Knowledge Process Management
- Consulting
- Engineering
- Finance & Accounting
- Legal
- Research & Scientific
- Governance, Risk & Compliance
- Staffing & Search
- Talent Management & Development