Sector Approach

Our Unique Approach to Helping Outsourced Business Services Clients

Corporate Advisory Solutions (CAS) is a merchant bank (Securities conducted through Finalis Capital Member FINRA/SIPC) dedicated to partnering with clients to maximize shareholder value through a suite of transaction consulting and strategic consulting services.

As a merchant bank, we can act as a traditional investment banking firm on behalf of our clients or serve as a long-term strategic partner and assist in developing and implementing growth and exit objectives.

We focus 100% of our time in the Outsourced Business Services (OBS) industry, which consists of Accounts Receivable Management (ARM), Customer Relationship Management (CRM), and Healthcare Revenue Cycle Management (RCM).

While we represent clients all over the world, over 95% of our engagements involve North American-based companies generating between $10 million and $200 million of revenue.

  • We generate the vast majority of our revenue from the ARM sector.
  • We have completed more than 145 M&A engagements.
  • We manage both sell-side and buy-side representations.
CAS OBS Ecosystem Infographic

CAS Competitive Advantage

We prioritize honesty, open communication, and collaboration with clients. Interested in learning more about our approach?

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