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

AI Arms Race

When Scale, Not Models, Determines AI Leadership

Hyperscalers are spending at historic levels, but infrastructure limits are rising faster than compute supply. This piece examines where the real bottlenecks are forming.

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.