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

Transaction Advisory


Our Transaction Advisory includes:

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 consumer or commercial accounts, CAS can assess the market value of the portfolios and quickly source qualified buyers.

To confidentially discuss your interests, please contact CAS Team:
Michael Lamm (215) 717-8719 or Mark Russell (240) 235-6009