2001 Market St. Suite 2500
Philadelphia, PA 19103

Phone: (215) 717-8719

2 Wisconsin Circle, Suite 700
Chevy Chase, MD 20815

Phone: (240) 235-6009

About Us


We are more than just M&A advisors to our clients, we are strategic partners.

While we are comfortable providing services to clients in virtually all of the outsourced business services (OBS) industries. our primary areas of focus have included:
Accounts Receivable Management, Customer Relationship Management, Revenue Cycle Management, Direct Marketing and Payment Processing.

Our Team
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What We Can Do For You

As such, we have developed a suite of services that we can customize to fit each client’s business needs.

We bring more than 40 years of experience helping clients in the outsourced business services (OBS) sector to develop and implement successful growth and exit strategies. While we are comfortable working with clients in virtually all areas of OBS, we have particular expertise in the following industries:

  • Help you to assess your options and determine the best strategy to achieve your business objectives
  • Locate investment and organic growth opportunities within your core and new markets
  • Confidentially establish a competitive process for your business with motivated buyers