Lower Middle Market M&A Advisory and Corporate Strategy

Rate Cuts with a Catch

Warsh at the Fed? Rate cuts may come, but long rates and mortgage spreads may not cooperate. The second-order effects for housing, CRE refinancing, and equity multiples are not symmetrical.

Insights by CMI

But Mortgage Relief Isn’t Guaranteed

Culture Multiplier

When Culture Becomes the Operating System of Performance

Most deals fail not from poor strategy but from slow adaptation. Culture is the multiplier—turning intent into execution. Learn how leading acquirers hard-wire behavior and accountability for measurable performance.

How we help

We provide strategic guidance for investments across multiple international markets.

Building Intelligence Into Every Decision

From capital markets to M&A integration, we help leaders connect strategy to data and performance — creating a continuous system of growth and readiness.