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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
Your Human Capital Balance Sheet. You’ve got a completely blank slate and an empty bench to fill. What positions do you need — what skill sets would you seek out? Would you hire more producers or support staff? Would you recruit strategic thinkers or practice leaders? And, how would you develop your talent? Would you invest in more training and communicate more openly about career opportunities?

Transactions

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Our proof is in the numbers.

36%

OF TOTAL SELL SIDE ADVISORY

(in 2018)A

28%

OF TOTAL SELL SIDE ADVISORY

(2008-2017)B,C

28%

OF TOTAL M&A ADVISORY

(1999-2017)C,D