Gateway to Mid-Market M&A Advisory

Chicago remains one of America’s strongest business hubs — with deep capital markets, diverse industries, and a vibrant entrepreneurial ecosystem.
We offer tailored M&A advisory, capital raising, and strategic financial services to Chicago-based businesses, helping them navigate growth, exits, acquisitions, or restructuring with confidence, discretion, and senior-led execution.

What We Offer

We provide a comprehensive suite of services designed to meet the range of needs mid-market businesses in Chicago often face — from financing to mergers & acquisitions, strategic planning to restructuring.

Sell-Side M&A & Exit Advisory — Full or partial business exits, divestitures, recapitalizations, with valuation, buyer outreach, structuring, and closing support.

Capital Raising & Financing Solutions — Growth capital, expansion financing, debt or equity raises, refinancing, recapitalization or hybrid funding options to support scaling, working capital, or restructuring.

Buy-Side & Acquisition Advisory — Assistance sourcing and evaluating acquisition targets, structuring deals, due diligence, negotiations and closing — for inorganic growth or consolidation strategies.

Strategic & Financial Advisory — Independent company valuations, financial diagnostics, scenario modeling, capital-structure planning, long-term strategic roadmaps, and exit-readiness analysis.

Why Chicago Works

Chicago offers a powerful blend of economic diversity, capital access, and strategic location, making it an ideal base for growing companies and investors. Its resilient multi-sector economy, strong presence of financial institutions and private equity firms, and central U.S. location with world-class logistics create major advantages for expansion and national operations. With a deep talent pool, leading universities, and an active corporate and startup ecosystem, Chicago provides the resources and innovation businesses need to scale confidently.

How We Work

Our process is structured, transparent, and designed to deliver results while preserving discretion and minimizing disruption to your operations.

Business Assessment

Understand company profile, objectives, financials, timing, and constraints.

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Financial Evaluation

Analyze business health, market position, capital needs, exit or growth potential, and valuation.

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Customized Advisory Plan

Based on analysis, build a tailored approach — capital raise, exit, acquisition, restructuring, or hybrid strategy.

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Execution & Market Engagement

Engage with investors/buyers/acquirers, manage outreach, negotiations, due-diligence, deal structuring, and closing.

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Long-Term Advisory

Where needed: integration support, recapitalization, ongoing growth planning, or preparation for future transactions.

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Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Chicago Advisory in Action

We support businesses across multiple strategic needs, including securing growth and expansion capital for scaling operations or entering new markets, providing sell-side advisory for founders planning a full or partial exit, and guiding buy-side acquisition strategies for companies looking to diversify or accelerate growth. Our financial strategy and restructuring expertise helps mid-market firms strengthen resilience through recapitalization or debt optimization. We also deliver independent valuation and market-positioning analysis for businesses preparing for a sale, financing round, or major strategic decision.

We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

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