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Services

Financial Advisory1

Merger & Acquisition Advisory*, Business & Perpetuation Planning and Valuations

Management Consulting

Talent Acquisition, Sales Performance & Peer Exchange Solutions

Intellectual Capital

Utilizing industry data to help drive thought leadership and performance innovation.

CounterPoint
Did you sideline your strategic planning meeting last quarter? Are new business meetings and carrier incentive trips taking precedent? Even when you are winning, you still have to practice blocking and tackling.

Transactions

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Our proof is in the numbers.

31%

OF TOTAL SELL SIDE ADVISORY

(in 2018)A

29%

OF TOTAL SELL SIDE ADVISORY

(2008-2018)B,C

27%

OF TOTAL M&A ADVISORY

(1999-2018)C,D