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.
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.
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.
Strategic
Advisory
Corporate Advisory Solutions offers expert guidance for growth, exit strategies, and tackling business issues, like CFPB audits and management recruitment.
Transaction
Advisory
Our due diligence support, financial expertise, and industry experience offers peace of mind to both corporate and financial buyers and sellers.
Valuation
Services
We utilize our unparalleled market knowledge, experience, and proprietary information to develop a well-substantiated, accurate opinion of value.
Investment
Opportunities
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.
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.
Michael Lamm
Managing Partner
Mark Russell
Managing Partner
Drew Sacher
Vice President
Nick Ciabattone
Director
Mickey Kaiser
Vice President
Patrick Felstedt
Senior Analyst
Simon Skala-Rosenbaum
Analyst
Allie Baurer
Operations & Administrative Assistant
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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