Middle Market Advisory

We are experienced advisors for your

most important strategic and financial transactions

Middle Market

Sectors

  • Branded Consumer & Retail
  • Business Services
  • Technology
  • Food & Beverage
  • Real Estate

A Boutique Bank Focused on Providing Industry-Leading Advice to Transformative Companies

pH’s middle-market practice maximizes each client’s transaction potential through leveraging key differentiators.

  • National Footprint –with offices in every major region, pH has deep relationships with private equity and strategics across the U.S.
  • Consistent Deal Flow –private equity and strategic buyers want to work with bankers that have regular, high-quality deal-flow
  • Seasoned Transactions Professionals –our senior team has over 50 years of collective experience negotiating transactions for clients

Whether our clients are seeking investment, partial or full exit pH is the right partner to maximize the company’s value. We pride ourselves on our ability to close deals efficiently while also focusing on the highest-value deal that fits each client’s situation.

pH has a long history of working with family-owned and PE-backed middle-market companies. We provide customized services to any company, no matter the industry size, because your company doesn’t fit a mold, and neither should our strategy.

Middle Market Sectors

Our Middle Market team offers superior middle-market advisory to family-owned and PE-backed middle market companies. Our Middle Market sectors include Branded Consumer & Retail, Business Services, Technology, Food & Beverage, and Real Estate. Other Sectors will be considered where we have industry expertise through our diverse network of Advisory Board Members.

Featured Middle Market Transactions

Sell-Side Advisory

Technology

Undisclosed Value

Buy-Side Advisory

Digital Health

Undisclosed Value

Buy-Side Advisory

Consumer

Undisclosed Value

Capital Raise

Consumer

Undisclosed Value