Buy, Sell, Grow, and CFO-to-go

We are a financial consulting firm providing investment banking, transaction advisory and CFO-to-go services to small and middle market companies. We specialize in connecting capital with businesses and businesses to capital. Let’s find your next investment or get your shop lined up for the big exit.

Our services at a glance

  • We advise small to medium sized business throughout the transaction lifecycle. We specialize in mergers, acquisitions, business sales, and capital raising.

    We work on transactions ranging from hundreds of thousands to hundreds of millions of dollars.

  • We partner with companies to serve as their office of the CFO so that business owners can maximize their return on time. We take pride in providing value through accounting, financial planning and reporting, strategic data analytics, cash flow optimization and back-office support.

Get in touch

Take it from our clients:

  • The Aaron’s Company: acquired by IQ Ventures

    “Andy was a pivotal part of our transaction team preparing the BrandsMart line of business for underwriting and diligence.”
    – Kelly, CFO

    Industry: Consumer Specialty Retail

    Type: M&A Sell-Side Advisory

    About: Headquartered in Atlanta, The Aaron's Company, Inc. is a leading, technology-enabled, omnichannel provider of lease-to-own and retail purchase solutions of appliances, electronics, furniture, and other home goods across its brands: Aaron's, BrandsMart U.S.A., BrandsMart Leasing, and Woodhaven.  Andy served as sell-side advisory to The Aaron’s Company in its sale to IQ Ventures

  • Woodhaven logo

    Woodhaven Furniture: acquired by Soltice Sleeps Products

    “Andy and his team were tremendous assets in the sale of this business unit – beginning with the 3 statement integrated modeling and valuation work helping us to determine a price, and continuing through diligence preparation and SPA negotiations with the counterparty – we leaned heavily on Andy and his expertise to help us maximize value and achieve the best outcome in this transaction.”
    – Steve, President

    Industry: Retail Manufacturing

    Type: M&A Sell-Side Advisory

    About: Established in 1982, Woodhaven consists of six furniture manufacturing facilities totaling approximately 738,000 square feet of manufacturing space. Andy served as sell-side advisor to Woodhaven in its sales to Solstice Sleep Products

  • Advanced Imaging Centers Logo

    Advanced Imaging Centers: acquired by Scan.com

    “Andy was an ace in preparing and leading us through the acquisition process; From preparing financial models, populating data requests, leading conversations with the acquirers and their diligence advisors, and advising on deal terms, we could not have been more thankful to have Andy’ guidance in the process. I don’t think we could have closed the deal without him”
    – Jeff, CEO

    Industry: Medical Services

    Type: M&A Sell-Side Advisory

    About: Advanced Imaging Centers is the leading Medical Imaging Provider for Injured Patients in Georgia. Andy served as sell-side advisor to Advanced Imaging in its sale to Scan.com

  • Via Riche Logo

    Vie Riche: 7 figure capital raise

    “Andy has been a one-stop shop helping us take this from business idea to operating business. He expertly helped us to craft a detailed financial plan and investment model that we were able to successfully bring to investors for a seven-figure capital raise. “
    – Steve, Founder

    Industry: Medical Services

    Type: Growth Capital Advisory + CFO-to-go

    About: Launching in Alpharetta, GA VIE Riche is a Medical Spa specializing in high quality aesthetic and wellness treatments. Andy was growth capital advisor to Lon’jevede LLC in a capital raise and business formation and remains involved as the outsourced CFO

A closer look at what we offer:

Buy side: Strategic Acquisition Support

Advising companies and individuals in business acquisitions from target identification through post-transaction integration.

  • Services include due diligence, financial structuring, and strategic post-close integration planning.

Sell side: Optimized Exit Strategies

Representing business owners in business divestitures from the beginning of exit planning through transaction close.

  • Offer comprehensive support through market valuation, buyer identification, diligence management and transaction negotiation.

CFO-to-go

Partnering with entrepreneurs to manage and modernize their finance departments and maximize an owner’s return-on-time

  • Deliver tailored CFO services including financial analysis, cash flow management, and routine KPI reporting for optimal business performance.

Growth: Capital Enhancement Initiatives

Collaborating with funds, companies and individuals on debt and equity capital raising transactions

  • Expertise in financial structuring, market analysis, and capital sourcing to help entities secure the necessary debt and equity funding to fuel growth