Transaction Advisory

Integrity, Confidentiality, Experience

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Helping to Make Informed Decisions to Achieve Objectives

CAS Investment Banking Services help owners and executives make more informed decisions to meet strategic corporate objectives regarding their transactions.

Mergers & Acquisitions

We manage both sell-side and buy-side representations.

Merchant Banking

Unlike traditional M&A advisory firms, CAS provides merchant banking services by establishing long-term mutually beneficial relationships with our clients that can involve multiple transactions or business events during the course of our engagement. As a strategic partner with our clients, we will invest a portion of our success fees into their companies in exchange for equity. In many cases CAS serves as an outsourced corporate development arm of the company going forward. This business model offers substantial upside value for our clients in the form of our ongoing expertise and services. This model is an exciting and energizing CAS strategy for business success.

Sell-side and Buy-side Representation

For specific situations where our merchant banking model is not appropriate, CAS serves as a traditional sell-side or buy-side representative. Our extensive M&A experience and contacts with business networks in the OBS sector enables us to quickly and privately introduce our clients to appropriate transaction candidates. Further details can be provided during a confidential discussion.

Recapitalization/Capital Raising

For select clients that are not yet ready to sell their business but are in need of growth capital, we can make introductions to members of our debt and equity financing networks. As licensed broker dealer representatives, we can manage these types of engagements and have identified qualified debt and equity providers who are interested in the OBS sector.

Strategic Partnership/Joint Venture

Frequently, partnering with another service provider facilitates breaking into a new market or service. CAS has successfully established these types of arrangements in various OBS industries, some of which have resulted in mergers and acquisitions.

Fairness Opinions/Fair Market Valuations

Whether a transaction is already underway or a client is undergoing an estate planning change, divorce or simply looking to transition equity ownership to management, the CAS valuation team is ready to serve. Our team has a deep understanding of current market trends and value ranges, and has produced numerous fair market valuation and fairness opinion reports for OBS clients.

Distressed Asset Sales

For businesses seeking to divest delinquent/rehabilitated consumer or commercial account portfolios, CAS can access the market value of the portfolios and quickly source qualified buyers. We can also assist in financing specific projects/engagements.

Specialty FInance

We assist clients with acquiring and divesting delinquent/rehabilitated consumer account portfolios and financing specific projects/engagements.


CAS provides services to Debt Settlement companies, including company valuations and merger and acquisition Investment Banking Services.