Outsourced Business Services

Integrity, Confidentiality, Experience

Custom Tailored Solutions for Each Business

We have tailored our services to meet the unique needs of outsourced business services companies, based on decades of experience. We offer a suite of advisory services to help business owners and executives of outsourced business services (OBS) companies develop and achieve their business objectives.

M&A Exit Prep Services

Growing and managing your business has been an incredibly rewarding experience – your exit should be equally the same. After years of business success and pride in what you’ve built, you may be ready to pass the reigns to someone else. It’s essential to have an exit strategy in place for when you retire or if you want to pursue another project.

With CAS’ M&A Exit Prep Services, you’ll be ready to put your best foot forward when it comes time to pursue your exit strategy.

  • Market valuation assessment
  • Key-value drivers & detractors
  • Market trend analysis
  • Technology review & research
  • Market intelligence
  • Due diligence
  • Virtual data room
  • And more…

Strategic Advisory Services

We have established track records in corporate strategic planning and can significantly contribute to the review of your strategic options and the potential pursuit of growth via an M&A strategy. CAS will support and challenge our clients’ point of view and enhance their strategic decision making process. Using modeling tools, strategic planning analysis, business valuations and financial capacity analysis, we help to establish the most appropriate growth strategy.

  • Board level consulting
  • Comprehensive business assessment
  • Regulatory compliance assessments
  • Financial performance reviews
  • Contribution margin analysis
  • Market research
  • Executive recruitment

Transaction Advisory Services

Whether you’re looking to expand into new markets, seize the next M&A opportunity or realize your growth ambitions by better managing your capital, CAS can help you.

Corporate Advisory Solutions helps companies drive growth by focusing on their capital and transaction strategy. In a rapidly changing, increasingly digital and disrupted business environment, we help our clients navigate complexity and build a better working world.

  • M&A Advisory
  • Merchant banking
  • Sell-side and buy-side representation
  • Recapitalization/capital raising
  • Strategic partnerships/joint ventures
  • Fairness opinions and fair market valuations
  • Distressed asset sales
  • Specialty finance

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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