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

Years Combined Experience


Deals Won


Total Value


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.

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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