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M&A Advisory & Finance Solutions

Middle-market advisory, done the right way.

Financial due diligence, business intelligence, data insights, interim finance leadership, and reporting for the middle market, delivered hands-on by experienced leaders, start to finish.

$5M–$2BMiddle-market clients
100%Partner-led
One integrated teamDiligence, data & finance

Founded by former Big Four transaction leaders. The same rigor, with a more hands-on approach.

Senior people on every engagement

Partners do the work and stay on the engagement, start to finish.

From first look to post-close

Diligence findings carry into dashboards, reporting, and interim finance support.

Built for deal speed

Fast turnarounds, proactive communication, findings flagged as we go.

Team Full bios
Rick Kapp
Rick Kapp
Partner, Transactions
Stephin Janis
Stephin Janis
Partner, Transactions
Rick Gonzalez
Rick Gonzalez
Partner, Business Development and Interim Finance
Adam Adelstein
Adam Adelstein
Partner, Data Insights

Discuss your next engagement with a partner.

Every inquiry is reviewed by the leadership team. Response within one business day.

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