We Assess Your Options and
Determine the Best Strategy

Combined,our team has been working with outsourced business service companies like yours,in the accounts receivable management,revenue cycle management and customer relationship management sector for more than 40 years providing valuation services,growth through acquisition and development of an exit strategy.

What We Do

Corporate Advisory Solutions, LLC (CAS) has more than 40 years of combined experience providing independent investment and merchant banking services to the Tech-Enabled Outsourced Business Services (OBS) sector. Our deal team has completed over 125 transactions and generated $2B+in deal value. We provide mergers and acquisition (M&A) advisory (sell-side and buy-side representation), market research, fair market valuations/fairness opinions, capital raising, and business plan development/implementation services.

Upon gaining an understanding of your business model, CAS will develop a strategy with you that is best suited to helping you achieve your business objectives. We pride ourselves on our historical success in helping business owners and key decision-makers achieve their desired business outcomes in a concise and confidential manner.

Learn more about CAS.


M&A Exit Prep Services

With CAS’ M&A Exit Prep Services, you’ll be ready to put your best foot forward when it comes time to pursue your exit strategy.


Strategic Advisory

We’re more than M&A advisors. We have the expertise and knowledge to advise companies on what is needed to achieve their goals.


Transaction Advisory

Our due diligence support, financial expertise and industry experience offers peace of mind to both corporate and financial buyers and sellers.


CAS has been recognized within the OBS sector for its ability to assist clients with both buy-side and sell-side transactions.

Past performance is no guarantee of future results.

The CAS Team

Like a winning sports team, our successful transaction and strategic advisory deal team communicate, interact and collaborate at the right time and in the right measure throughout the deal process to help execute and close a transaction.

2023 Q2 Insights

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Our Market Report is the go to resource for Tech-Enabled Outsourced Business Services M&A analysis and insights.

Memberships & Certifications

We are passionate about the community we serve and our memberships in ACA, ACG, HFMA, ICL, and RMA, along with committee participation, allow us to communicate, stay informed of industry best practices and regulatory compliance, as well as network on behalf of our clients. In addition to our trade association memberships, we are certified compliance auditors by the Receivables Management Association.CAS is also a supporter, both financially and through involvement, with The Boy Scouts of America.

Podcasts & Interviews

News & Updates

Follow the latest CAS company and industry news and keep informed of CAS conference and other event activity.

M&A in the ARM industry

Michael Lamm, Co-Founder and Managing Partner of CAS presented at InsideARM’s CRC Meeting on November 8, 2023 and led a discussion surrounding M&A in the ARM industry. Michael discussed current M&A activity, value drivers/detractors, compliance dynamics impacting M&A and how companies are being valued in…
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CAS Insights

CAS Insights is one of the best value oriented industry publications available,and has been since 2013.You can find our most recent edition,as well as an archive of previous editions here.

Contact Us Today

Corporate Advisory Solutions offers a suite of Investment Banking Services to help business owners and executives of tech-enabled outsourced business services (OBS) companies develop and achieve their business objectives. Get in touch with us today to get started.


Philadelphia, PA

2001 Market St. Suite 2500
Philadelphia, PA 19103
(215) 717-8719


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The CAS Competitive Advantage

At Corporate Advisory Solutions, we believe in honest, open, and candid dialogue with clients and prospects. We exercise transparency with our clients throughout the entire engagement. Let us introduce ourselves to you by way of this brief video.

Watch Our Overview Video

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