Our Services

How We Help

Your Trusted M&A Advisors

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

M&A Exit
Prep Services

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


Corporate Advisory Solutions offers expert guidance for growth, exit strategies, and tackling business issues, like CFPB audits and management recruitment.


Our due diligence support, financial expertise, and industry experience offers peace of mind to both corporate and financial buyers and sellers.


We utilize our unparalleled market knowledge, experience, and proprietary information to develop a well-substantiated, accurate opinion of value.


Our commitment to serving as a strategic long-term partner, the principals of CAS are prepared to make selective growth capital investments.

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Stay Updated

Market Insights & Additional Resources

CAS Insights is one of the best value-oriented industry publications available and has been since 2013. You can find our most recent edition, as well as an archive of previous editions by clicking below, or check out our News & Updates for the latest CAS and industry news.

Our Team

Corporate Advisory Solutions’ Deal Makers

Like a winning sports team, our successful transaction and strategic advisory deal team communicates, interacts, and collaborates at the right time and in the right measure throughout the deal process to help execute and close a transaction.

Trusted Experts

Memberships & Certifications

We are passionate about the community we serve and our memberships in ACA, ACG, HFMA, ICL, and RMA, along with committee participation, allow us to communicate, stay informed of industry best practices and regulatory compliance, as well as network on behalf of our clients. In addition to our trade association memberships, we are certified compliance auditors by the Receivables Management Association. CAS is also a supporter, both financially and through involvement, with The Boy Scouts of America.

Contact Us

We Work to Ensure the Success of Every Transaction

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.

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