Integrity, Confidentiality, Experience

What Our Clients and Associates Say About Our Services

Dear CAS Team,

I wanted to thank you for your support throughout the sale process of Healthcare Collections, Inc. (HCI).

HCI has built a strong reputation over the past 30 years and finding a group that could continue the legacy was no easy feat. The CAS team was adept in finding qualified prospective buyers through competing offers and providing guidance throughout the process. CAS’ intimate knowledge of the ARM industry and understanding our business was a major asset in helping to get us across the finish line and on to the next chapter in our journey.

Given my personal goals to stay involved post-sale, it was important to locate a suitable buyer that would recognize the value of the company, but also provide a strategic and complimentary fit with the staff of the business long-term. I feel we have located a great home for all stakeholders of HCI and I am happy with the outcome.

Your guidance and expertise were extremely helpful in navigating the complexities of an M&A transaction. It was a pleasure working with you.


Christian Lehr, President, Healthcare Collections, Inc.

Dear CAS Team:

I would like to say thank you to the Team at CAS. After almost 25 years in business, they helped
me and my partner, John Beirne, successfully sell our company to Meduit in 2022.

My experience with CAS goes back a ways when I met Michael Lamm at Collection Agency
conferences over the years and he was always extremely knowledgeable and willing to share
information about the process of selling an agency and how to prepare.

When we were ready to “go to market” I worked extensively with Nick Ciabattone and Mark
Russell. Nick was extremely value added in helping me prepare the extensive amount of
spreadsheets and other data needed to provide to potential buyers. He put in long hours in
helping bring this deal to a timely conclusion. Mark did a great job in helping us evaluate the
various potential buyers and deals. His experience and negotiating skills were invaluable.

I should also mention that the CAS team has a wealth of contacts in the industry and they were
able to provide me with excellent recommendations on a transaction attorney as well as an
insurance broker when I needed some specialized insurance. They really came through.
There is no getting around the fact that selling your company can be a long and involved
process. This makes it even more important to have a Team like CAS represent your interests. I
highly recommend them.

John P. Murray, CFO / Co-Owner JP Recovery

Michael and Mark,

During this difficult time for all of us in the ARM industry, knowing you and your team will be there to assist in the rebuilding that many of us will have to go through is something that will help provide a solid foundation for re-growing the streamlined, technologically efficient processes necessary to thrive in the “new normal” future.

Your work on our behalf in late 2019 was greatly appreciated. Your team was responsive, focused, knowledgeable and committed to assisting us in the sale of several portfolios. Your input and guidance were invaluable as we determined the direction our company would employ as we moved forward.

I know you and your team will stand ready to aid ARM companies in navigating changes that are inevitable at this time in our national history with sound advice and expertise.

Thank you for all your hard work on our behalf.

TSI Acquires NCC

Dear Mark,

We want to thank you and your team for helping NCC Business Services accomplish our objectives and successfully exit our business we founded over 30 years ago.

We found it was difficult to part with the business, but your knowledge and expertise in the ARM sector and with the overall M&A process helped to alleviate concerns and motivate us to a closing. CAS was always available to assist and took the time to sincerely understand our business, which was very welcoming, especially when the sale process became stressful and time intensive. We felt the CAS team did a good job of preparing us for what to expect to minimize surprises. Nick went above and beyond to assist our team in compiling data and performing financial analysis.

Our deal process took longer than anticipated, as we decided to divest our financial services division first and then consolidate the rest of our business to maximize the overall company value. We relied heavily on Nick and your team to support our information gathering and engagement process management needs. We were delighted that the CAS team maintained a high level of contact with us during this timeframe, enabling us to quickly re-enter the market when timing was appropriate to maximize value.

We are extremely happy with the outcome of our transaction and would highly recommend CAS to other business owners that are exploring exit opportunities.

Ed and Irving Pollan
Former Founders and Owners of NCC Business Service

Dear Michael,

I wanted to send a personal note of thanks for all the support and representation provided by you and the CAS team throughout the entire process of the sale of Allied Account Services, Inc.

This was not an easy path for me to pursue after spending nearly 35 years building my company. But, after coming to the conclusion that the time was right for me, your guidance, expertise and most importantly… patience , helped me navigate through the complex task of getting the deal done.

You and the CAS team were not only adept in finding qualified prospective buyers through competing offers, but were also sensitive to my concerns of leaving the Allied staff in good hands. In the end, I couldn’t be happier with the outcome.

It was a pleasure working with you, Michael and I wish you and Corporate Advisory Solutions all the best in your future endeavors.

James Mott

Affinity Global | Select Transaction | Corporate Advisory Solutions

Dear Mark and Michael:

I have the unique perspective of having worked with the CAS team on both an acquisition in 2014, and then again with a sale of our company in 2017. The team at CAS is extremely professional and efficient at running both the buy and sale processes.

During the sale of our company Affinity Global to ELI GLOBAL, CAS leveraged its extensive network of contacts to bring us multiple interested parties, while guiding us through the process of evaluating the pros and cons of each offer. CAS was with us every step of the way through the due diligence process and a successful sale transaction in Q4 of 2017.

I highly recommend Michael Lamm, Mark Russell, and the entire CAS team to assist a company with any M&A needs.

Daniel Elmalem
Chief Executive Officer

RevSolve | Select Transaction | Corporate Advisory Solutions

Dear Mark & Michael,

I would like to take this opportunity to thank you for your assistance in representing me as the seller on a transaction which resulted in the successful merger of my company, RevSolve.

While I’ve known both of you for many years, I really got to know you well during this process. From the start, your advice was spot on, your work diligent and accurate, and your bedside manner greatly appreciated through the course of events. Most importantly, you earned my trust with what was likely the most critical business transaction I may ever make.

Your formal process resulted in several excellent and qualified candidates which resulted in finding the perfect fit to realize all my goals, align with the interests of our clients, and very importantly, benefit our staff with the opportunity to become owners through an ESOP. The process with the buyer went very smoothly (of course, we had an exceptional buyer) but clear expectations and your management of the process certainly brought it all together.

In the end I couldn’t be happier with the result. Thank you for everything you did to make it happen.

With very best regards,
Chris Becraft
Former President and CEO
RevSolve, Inc.

Altus Global Trade Solutions | Select Transaction | Corporate Advisory Solutions

Dear Mark, Michael, and Mars,

On behalf of Natixis, I would like to thank you for your support on the Altus sale.

Your thorough knowledge of the industry has been a true benefit in the process: it has been positive to build trustful relationships with the management and, at the same time, to give confidence to potential investors, the sector being unfamiliar to some of them.

Moreover, your proven experience in M&A and especially, of deals of this size has been very useful to keep the process on track and to meet our expectations.

Last but not least, the professionalism, the proactivity and the commitment of the whole team have been great, enabling us to close a successful deal.

Best regard,
Sophie Lazarevitch

Berlin-Wheeler, Inc. | Select Transaction | Corporate Advisory Solutions

Dear Michael and Mark,

I wanted to thank you for your time, effort, and dedication in finding a qualified buyer for my company. It was a very difficult decision for me to sell my firm and one I put a lot of thought into. With your expertise in the ARM industry we were able to find the right buyer and I knew my company would be in great hands after my exit.

The entire engagement process was a bit overwhelming but you both were able to explain each step to me thoroughly and we were able to properly execute the strategy we had envisioned. I was able to sell my company well above market value with your assistance. CAS was able to create increased value for my company through competition. This was all done in a confidential manner and we avoided any leaks. The most impressive part of the engagement was how you were able to close the deal in a compressed timeline, especially with the holidays having an impact.

I wish you the best of luck on your upcoming endeavors. Any future client will be well prepared to enter the ARM market with Corporate Advisory Solutions on their side. Thanks again for helping me to achieve my goal.

Joey Leydens
Berlin-Wheeler Receivables Management

Professional Recovery Services, Inc. | Select Transaction | Corporate Advisory Solutions


I want to let you know how much I have appreciated your assistance in finding a qualified buyer for my company. As a founding member and only surviving shareholder of Professional Recovery Services, lnc., the decision to sell the company was difficult. Over the past 23 years that I have owned the company, your diligent follow ups and market place updates kept us in tune with the M&A market, even when we were not interested in selling. Therefore, I felt very comfortable in reaching out to you upon the death of my business partner. I had 100% confidence and trust in you to steer me in the right direction when I finally made the decision to sell my company and retire.

Having never previously sold a company, I was a complete rookie in terms of the process to prepare the company for presentation to the market place. Fortunately, you and your team walked me through every step of the process through to closing of the deal.

Good luck on your future endeavors. Considering the current and future consolidation in the collection industry market place, I know that your firm will play an integral role in helping agency owners find qualified buyers and close deals.

Thanks again for helping me to achieve my goal.
Jack McCusker