About Us

Integrity, Confidentiality, Experience

Over 40 Years of Experience


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.

The Corporate Advisory Solutions 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 successfully execute and close a transaction.

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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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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