Managing Director, National Practice Leader, Financial Advisory Services
You need a partner that can help you grow, create value and monetize your wealth. Our Financial Advisory Services practice works with privately held businesses to help them frame these big decisions, using sophisticated analytics to understand how the investments you've made in your business can translate to enterprise value. Everything we do is customized to your needs and your unique situation. We bring both capital and practical guidance to privately held businesses and family offices considering acquisitions, recapitalizations, ESOPs or an outright sale. And with the deep resources of BMO Financial Group at our disposal, we can bring together the people and ideas you need to help achieve your company’s goals.
Helping private companies stay private.