M&A Consulting + Investment Banking in Salt Lake City
Helping business owners get the highest possible return on their life’s investment.
Assess
- Business risk assessment
- Market Readiness Assessment
- Exit Planning
Grow
- Business Growth Consulting
- Benchmarking
- Personal Financial Planning
- Risk Reduction Planning
- Financial Analysis
- Operational Analysis
- Valuation Optimization
Sell
- Buyer Sourcing
- Transaction Execution
- Sell-Side M&A
- Buy-Side M&A
- Capital Raises
Thrive
- Wealth Management
- Financial Plan Modeling
- Investment Management
- Coordinated Wealth Planning
- Whole Family Advisory

Helping entrepreneurs in Salt Lake City with investment banking + M&A strategies
We know that every transaction is personal—and your investment banking services should be as unique as your company is. That’s why our team offers customized exit planning, valuation, M&A, investment banking, and wealth management services to entrepreneurs in Salt Lake City and across the country.
Let our team of experts guide you along your entrepreneurial journey. With hundreds of middle-market transactions and strategic advisory engagements completed, our industry-leading investment bankers know what it takes to complete your transaction.
Recent M&A transactions
We work with companies generating annual revenues of $5-$500m across multiple industries—including consumer, healthcare, business services, technology, industrial & manufacturing services, and more.




































































