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TRANSACTIONS 

Southeast-based family-owned Professional Employer Organization (PEO)

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Initiated, structured, negotiated and closed $33.5 million sale of private Professional Employer Organization (PEO) company providing outsourced human resources functions, including payroll. Healthcare benefits, insurance, employee training, retirement benefit programs

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Exclusive Sale Mandate

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MISSION
  • Provide a proactive, broad spectrum, domestic and international investment banking resource for the middle market

  • Create and explore options for those seeking capital and financial and transactional expertise from idea generation and initiation through financing, closing, integration and assimilation

  • Work with each client's management and ownership as a fully involved advisory partner in order to help the client achieve its goals and objectives

SITE MAP

 

Copyright © 2017-2024 Mid-Market Securities LLC     Securities offered through Mid-Market Securities LLC.  FINRA Member SIPC  Linkedin ​

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The adjacent Customer Relationship Summary (Form CRS) provides information about doing business with the firm.​

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