About Us

Our Company

Corporate Advisory Solutions, LLC (CAS) is a market leader in the Global Tech-Enabled Outsourced Business Services Sector with more than 40 years of combined experience providing independent investment and merchant banking services.

Our expert team has completed more than 145 transactions worth $2B+ in total value, including M&A transactions on the sell side and buyer representation, market research, fair market valuation assessments, capital raising, and even developing solid business plans for our clients’ growth and exit strategies. Our mission is to provide independent advice and guidance to help companies achieve their goals. We deliver exceptional results with high integrity and discretion while maintaining long-term client relationships. Our track record of success speaks for itself as we continue to grow and expand in this market.

With a deep understanding of your unique business model, we craft a customized plan tailored to your needs. Our proven track record of guiding entrepreneurs and top executives toward their goals demonstrates our ability to deliver results in a timely and discreet fashion. Rest assured, we’re committed to working alongside you every step of the way as we work together to help you reach new heights and exceed all expectations.

Corporate Advisory Solutions
0+

Years Combined Experience

1

Deals Won

$0B+

Total Value

1

Team Members and Growing

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.

Our Team

Corporate Advisory Solutions’ Deal Makers

Our transaction and strategic advisory deal team communicates and works together seamlessly throughout the deal process, ensuring success at every step of the way! From initial planning to closing, we provide comprehensive advice and guidance to clients seeking to buy or sell businesses or assets or raise capital. We leverage our extensive industry-specific knowledge and market insights to identify opportunities and create innovative solutions that align with client goals while navigating complex transaction challenges and risks. The team’s experience and expertise allow for the smooth execution of deals, ensuring all parties involved achieve their desired objectives while minimizing any potential obstacles that may arise during the process.

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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 Partners

Our Preferred Partner Network

Corporate Advisory Solutions has built up an impressive global network of top-notch experts and thought leaders who are highly regarded for their expertise and trustworthiness. Our dedicated team leverages this extensive, independent network of talent to assemble a customized group of specialists capable of achieving any business objective, whether it is a legal, compliance, or tech-related need. Our ability to draw upon this vast pool of expertise demonstrates our commitment to providing high-quality service and delivering exceptional results. This approach enables Corporate Advisory Solutions to offer tailored solutions that meet any business challenge, no matter how complex or unique.

Manny Newberger

Manny Newberger

Preferred Partner
Legal and Compliance - ARM
Named Partner at Barron & Newburger, P.C.
Barron & Newburger, P.C.

Manny Newberger

Preferred Partner
Legal and Compliance - ARM
Named Partner at Barron & Newburger, P.C.
Tom Good

Tom Good

Preferred Partner
Legal & Compliance - ARM
Managing Attorney at Barron & Newburger, P.C.
Managing Attorney at Barron & Newburger, P.C.

Tom Good

Preferred Partner
Legal & Compliance - ARM
Managing Attorney at Barron & Newburger, P.C.
Joanne Needleman

Joann Needleman

Preferred Partner
Legal & Compliance - ARM
Leader at Clark Hill PLC
Leader at Clark Hill PLC

Joann Needleman

Preferred Partner
Legal & Compliance - ARM
Leader at Clark Hill PLC
Irwin Bernstein

Irwin Bernstein

Preferred Partner
Legal & Compliance - ARM
CMS Services and Allgate Financial, Founder & CEO
CMS Services and Allgate Financial

Irwin Bernstein

Preferred Partner
Legal & Compliance - ARM
CMS Services and Allgate Financial, Founder & CEO
Ken Dash

Ken Dash

Preferred Partner
Insurance Broker - ARM
Managing Director at Risk Strategies
Risk Strategies

Ken Dash

Preferred Partner
Insurance Broker - ARM
Managing Director at Risk Strategies
Kirby Miller

Kirby Miller

Preferred Partner
Voicemail Drop Technology
Chief Revenue Officer (CRO) at VoApps, Inc.
VoApps, Inc.

Kirby Miller

Preferred Partner
Voicemail Drop Technology
Chief Revenue Officer (CRO) at VoApps, Inc.
George Smith

George Smith

Preferred Partner
Payment Processing
Sales and Marketing Manager at Payscout Inc.
Payscout Inc

George Smith

Preferred Partner
Payment Processing
Sales and Marketing Manager at Payscout Inc.
King White

King White

Preferred Partner
Real Estate - Call Center
CEO of Site Selection Group, LLC
CEO of Site Selection Group, LLC

King White

Preferred Partner
Real Estate - Call Center
CEO of Site Selection Group, LLC
Dave Bass

Dave Bass

Preferred Partner
IT/Telco - ARM, RCM, BPO
Managing Partner at Telmac Group
Managing Partner at Telmac Group

Dave Bass

Preferred Partner
IT/Telco - ARM, RCM, BPO
Managing Partner at Telmac Group
Dara Tarkowski

Dara Tarkowski

Preferred Partner
Compliance Attorney
Founder at Actuate Law
Acuate Law

Dara Tarkowski

Preferred Partner
Compliance Attorney
Founder at Actuate Law
Liz Terry

Liz Terry

ARM Executive Thought Leader
Executive Director at National Creditors Bar Association
National Creditors Bar Association

Liz Terry

ARM Executive Thought Leader
Executive Director at National Creditors Bar Association
Jan Stieger

Jan Stieger

ARM Executive Thought Leader
Executive Director at Receivables Management Association
Receivables Management Association

Jan Stieger

ARM Executive Thought Leader
Executive Director at Receivables Management Association
Scott Purcell

Scott Purcell

ARM Executive Thought Leader
CEO at ACA International
ACA International

Scott Purcell

ARM Executive Thought Leader
CEO at ACA International
Harry Strausser

Harry Strausser

ARM Tech Thought Leader
President at Applied Innovation Inc.
Applied Innovation Inc.

Harry Strausser

ARM Tech Thought Leader
President at Applied Innovation Inc.
Jason Cutter

Jason Cutter

Sales/Marketing Thought Leader
CEO/Founder at Cutter Consulting Group
CEO/Founder at Cutter Consulting Group

Jason Cutter

Sales/Marketing Thought Leader
CEO/Founder at Cutter Consulting Group

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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CAS Video Thumbnail

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

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.