Where Wall Street meets Main Street

Our team has over 50 years of combined transaction experience. Our goal is to understand your objectives, interests, and success first and then your culture, business, and strategy to deliver above and beyond expectations.

Jeff Milkie

Jeff has over 16 years of corporate finance and investment banking experience. During his time with both bulge-bracket Wall Street investment banks and middle-market firms, he has advised on numerous public and private debt and equity investments and M&A assignments totaling over $4.8 billion. Jeff's diverse experience includes providing advice, financial analysis, and other services to private market investors, multibillion-dollar global corporations, and middle-market companies across multiple sectors. His focus is on M&A and private placements, and he has extensive institutional relationships across the United States. See Full Profile...

Karen Monfre

Karen has over 20 years of corporate finance experience, assisting clients in acquiring a business or in the sale of their closely held business. Her time is spent exclusively doing business sell-side brokerage, buy-side brokerage, due diligence and other transaction support, and related engagements. Karen is highly sought after for her experience and forthright consultation services. She has assisted in the successful sale of a wide range of clients from $1 million in revenue to over $100 million in revenue and in a wide array of industries including manufacturing, distribution, health care, construction services, automobile and truck dealerships, and life sciences. See Full Profile...

Kevin Janke

Kevin has over 20 years of corporate finance experience, assisting clients with acquiring a business or selling their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easygoing demeanor and technical skills. He has assisted in the successful sale of a wide range of clients in an array of industries including financial institutions, manufacturing, distribution, and automobile and truck dealerships. See Full Profile...

Paul Ouweneel

Paul has 10 years of experience consulting with high-net worth individuals and companies specializing in valuation as well as sell-side and buy-side merger and acquisition advisory. Paul has worked with financial institutions, manufacturing, distribution, industrial, agricultural, and food and beverage clients. See Full Profile...

Robert Meyer

Robert leverages over 10 years of experience in investment banking, having advised on numerous M&A and financing transactions across many industry verticals with entities of all sizes. Robert is sought after for his has vast experience in many aspects of corporate finance including private equity, commercial lending, corporate development, and internal finance. He has served as a CFO, which enables him to have a thorough understanding of a client’s most important considerations. See Full Profile...