Company Profile

Advisory & Intermediary Services (A&I) is an accomplished advisory firm dedicated to guiding emerging growth companies through successful equity investments, debt financing, mergers and acquisitions. A&I works with committed leaders to engineer rapidly growing companies of value and provide dynamic exit opportunities for shareholders. A&I leverages global relationships with premier lending, investing and buying entities, to provide capital, insight and exit for our clients.

A&I’s commitment to the fundamentals of business helps our clients achieve success that goes far beyond the transaction. The A&I team has a comprehensive understanding of business and financial management. This knowledge is developed through extensive entrepreneurial, analytical, leadership and intermediary experience, and it is continually sharpened, tested and proven on the frontlines of the economy.