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

CAS Capabilities Brochure


 

CORPORATE ADVISORY SOLUTIONS (CAS) IS A BOUTIQUE MERCHANT BANK FOCUSED EXCLUSIVELY ON COMPANIES OPERATING IN THE OUTSOURCED BUSINESS SERVICES SECTOR

We bring more than 40 years of experience developing and implementing successful growth and exit strategies through a suite of transaction and strategic advisory services:

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

We focus 100% of our time on the Outsourced Business Services Industry:

  • Accounts Receivable Management
  • Revenue Cycle Management
  • Customer Relationship Management
  • Specialty Finance
  • Payment Processing

What our clients have to say about us:

“During the sale of our company, 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. I highly recommend the entire CAS team to assist a company with any M&A needs.”

Former Chief Executive Officer
Customer Management Solutions Company

“…thank you for your assistance in representing me as the seller on a transaction which resulted in the successful merger of my company. I couldn’t be happier with the result. Thank you for everything you did to make it happen.”

Former President and CEO
Revenue Solutions Company

“…the professionalism, the proactivity and the commitment of the whole team have been great, enabling us to close a successful sale.”

Partner
Investment Management Company

“Any future client will be well prepared to enter the ARM market with CAS on their side. Thanks again for helping me to achieve my goal.”

Former President
Receivables Management Company

“I was a complete rookie in terms of the process to prepare our company for presentation to the market place. Fortunately, you and your team walked me through every step of the process through closing the deal.”

Former President
Debt Collection & Accounts Receivable Management Company

We strive for the highest level of transparency and confidentiality throughout every engagement. Contact either Michael Lamm or Mark Russell to confidentially assess your company’s growth and exit options and determine the best strategy to achieve your business objectives. Visit us at corpadvisorysolutions.com.


Corporate Advisory Solutions
2001 Market Street
Suite 2500
Philadelphia, PA 19103
215-717-8719
[email protected]

Corporate Advisory Solutions
2 Wisconsin Circle
Suite 700
Chevy Chase, MD 20815
240-235-6009
[email protected]

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