exclusively focused on quality outcomes and targeting the best opportunities
the Entrepreneur led business experts
We are a team of dedicated and experienced investment bankers committed to providing exceptional financial solutions and advisory services to our valued clients. With a deep understanding of the ever-evolving global markets, we strive to deliver innovative strategies and personalized guidance to help our clients achieve their financial goals.
Our team of investment bankers brings together a diverse range of expertise, including mergers and acquisitions, capital raising, corporate finance, and strategic consulting. We leverage our extensive network and industry insights to create tailored solutions that drive value and maximize returns for our clients.
Experienced People
Proven processes
technology and data security
analysis and information
network and relationships
Built to serve the lower middle market
premier institutional banking service
lower minimum fees and percentage fees
sector expertise
reporting and data platforms
leading information resources
securities licenses and compliance
long-term partnerships
We take pride in our client-centric approach, placing your unique needs and objectives at the forefront of every engagement. Whether you are a small startup seeking funding or a large corporation looking to expand through strategic acquisitions, we are dedicated to delivering results that exceed your expectations.
Transparency, integrity, and trust are the cornerstones of our business. We believe in fostering long-term relationships with our clients, built on open communication and mutual respect. By truly understanding your business and industry dynamics, we are able to provide strategic advice and innovative solutions that align with your vision and long-term growth plans.
Sell-side mergers & acquisitions
capital raises
exit planning
buy-side mergers & acquisitions
business lending
board advisory
Managing Partner
Jessica Higgins, JD MBA
senior specialist
Kyle Salley
senior specialist
Joshua Celado
Jess is the Founder and Managing Director. She has 15 years of experience in finance and operational excellence, and her work in small business growth was petitioned to Congress as a successful alternative model for directly investing in small business owners to create economic opportunities across communities, helping to shape the landscape of SBA loans across the United States today. Her best-selling business book is taught in graduate business programs across the country.
She holds a Juris Doctor of law, a masters of Business Administration, graduate certifications in management systems operation, management systems design and in behavior design.
She has hundreds of thousands of new jobs across the United States, developed over $2B in new business value, and worked with thousands of non-profit organizations to better serve our communities. She is often tapped by governmental entities to discover better ways to serve their communities, as well.
Her work has been featured in Forbes and many other publications, and her keynotes have included the Miami Beach Police, The Innov8 Conference, The Healthcare Design Conference, The Harvard Business Club and a guest feature at SXSW.
Kyle Salley came from playing Ivey league baseball to becoming a premier small business lender in the United States in a short time. His unparalleled sector expertise and empathy are why our clients love working with him.
Joshua Celado has an impressive history in real estate development, real estate acquisitions and staffing. His background in boots-on-the-ground expertise makes him a favorite client manager among our entrepreneurs looking for intricate experience across the entire spectrum of debt financing businesses as they grow and develop.
Join the team
If you are interested in joining us, please email your contact information and CV, attention Jess.
