Our business spans private equity, corporate strategy, capital markets, and research & analytics, operating across five complementary business units and 12 time zones, with the mission to empower the middle market and understand its unique opportunities and challenges.
Middle Market: Cornerstone of the Economy
The middle market is a cornerstone of the American economy, standing for around one-third of the GDP, and driving the majority of job creation. Middle-market businesses, with $10 million to $1 billion in revenues, collectively generate over $10 trillion in annual sales. Mostly entrepreneur- or family-owned and operated, middle-market businesses employ nearly 50 million Americans, demonstrating remarkable resilience through economic downturns and financial crises.
Middle-market businesses play a critical role in the U.S. economy, bridging the gap between small enterprises and large corporations. They contribute directly to economic vitality and serve as essential links within supply chains, fostering collaboration across diverse sectors.
Many of America's most iconic businesses—like Hewlett Packard, FedEx, Travelers, and Salesforce—were founded with a focus on supporting and serving the middle market. We are proud to stand alongside them, dedicated to empowering middle-market companies to thrive and grow.
IN FOCUS: Strategic Recapitalization
Strategic Recapitalization may be a viable alternative to selling a business. A well-structured and properly executed, company can align the company's capital structure with the long-term business strategy and owner priorities, including liquidity, tax planning, asset protection, estate planning, growth, and succession.
