Trusted M&A Advisors

Determine Your Exit Strategy

The team at Corporate Advisory Solutions will draw on more than 40 years of combined M&A experience to assess your company’s value and growth through acquisition to develop the best exit strategy.

Corporate Advisory Solutions - M&A Advisor to Global Tech-Enabled OBS Companies

Who We Are

M&A Advisor to Global Tech-Enabled OBS Companies

Innovative strategies for your unique business needs

Corporate Advisory Solutions, LLC (“CAS”) is an independent Investment and Merchant Banking firm dedicated to partnering with clients to maximize shareholder value through a suite of transaction advisory and strategic advisory services on a domestic and international basis.

  • Determine Your Exit Strategy – M&A Exit Prep Services
  • Establish a Competitive Process for Your Business – Strategic Advisory Services
  • Locate Growth Opportunities – Transaction Advisory

While we provide services to clients in all global tech-enabled Outsourced Business Services (OBS) industries, our primary areas of focus and services have included those listed in the infographic below.

CAS OBS Ecosystem Infographic

Our Services

How We Help Businesses

With decades of experience, our services are tailored to meet the distinct needs of outsourced business services companies. We provide a comprehensive suite of advisory services to assist OBS business owners and executives in reaching their strategic goals.

M&A Exit
Prep Services

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


Corporate Advisory Solutions offers expert guidance for growth, exit strategies, and tackling business issues, like CFPB audits and management recruitment.


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


We utilize our unparalleled market knowledge, experience, and proprietary information to develop a well-substantiated, accurate opinion of value.


Our commitment to serving as a strategic long-term partner, the principals of CAS are prepared to make selective growth capital investments.

Stay Updated

Market Insights & Additional Resources

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, by clicking below, or check out our News & Updates for the latest CAS and industry news.

CAS Video Thumbnail

Our Work

Recent Transactions We’ve Helped Broker

CAS has been recognized within the tech-enabled OBS sector for our ability to assist clients with both buy-side and sell-side transactions. Whatever your goals, the path to success starts with a conversation with our deal team. Give us a call at (215) 717-8719, today!

Past performance is no guarantee of future results

Our Team

Corporate Advisory Solutions’ Deal Makers

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

Trusted Experts

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.

Contact Us

We Work to Ensure the Success of Every Transaction

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.

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