Trusted Advisor to Business Owners

  • Strategy & Planning
  • Competitive Intelligence
  • Sales & Marketing
  • Operating Efficiency
  • Supply Chain Management
  • Talent Management / HR
  • Systems & Data Management
  • Working Capital Management
  • Regulations & Compliance
  • Tax Strategies
  • Capital Planning
  • Corporate Development

Strategy and Corporate Development

  • Acquisition Due Diligence
  • Acquisition Financing
  • Interim / Permanent CEO
  • Special Projects

Over $2,500,000,000 in acquisitions, divestitures and financings in the lower middle market.

  • Senior Debt
  • Subordinated Debt
  • Growth Equity
  • Non-Control Equity
  • Control Equity

Profit Improvement / Management Consulting

  • Performance Improvement
  • Sales Force Effectiveness
  • Pricing & Quoting
  • Key Performance Indicators
  • Demand Planning
  • Profitability Analysis
  • Capacity Planning
  • Operating Efficiencies
  • Talent Management
  • Recruiting & Incentive Systems
  • Health Care and Benefits
  • Systems Implementation
What Our Clients Have to Say

Ed Fanning...

"...a progressive business leader. He brings an energy and a passion to his job, which inspires excellence from those who work for him and with him. He is a consummate professional who quickly assesses situations and identifies the opportunities presented. He has excellent business acumen, is technically competent, has a can - do spirit, and outstanding communication skills."

"...an excellent financial leader who demonstrated a great deal of knowledge and expertise in financial analysis, process improvement, and change management. Ed was a great mentor to me, and I would recommend him for any leadership position in industry, finance, etc., due to his drive and leadership skills."

"...was able to creatively structure an investment vehicle, identify prospective investment partners and successfully negotiate transaction terms that met the needs of all stakeholders. Overall it was a very successful outcome and I look forward to working with Ed again in the future."

"...is thoughtful and insightful. He is an excellent critical thinker. Ed is also action-oriented, has a can-do attitude, and is very personable and approachable."

"...is a high energy talented financial expert whom has the unique ability to be able to both sell and structure deals with a strong attention to detail. I highly recommend him."

"...was extremely instrumental in locating financing for an MBO a few years ago. With his assistance we were able to find the right partner and grew the Company. Ed eventually worked with a bank that serviced our debt and again provided the collaboration and detailed creativeness that was invaluable. He truly understands the meaning of Customer Service."

"...shows solid acumen in understanding client needs, managing through the critical issues, and finding effective solutions. He is willing to listen, to provide important insight, and to take reasonable risk to reach "Yes". On more than one occasion, past clients have told me that Ed's work was instrumental in the success of the tasks on which he worked, and future success of the companies."

"...is great to work with as he brings an enthusiastic and positive attitude to every interaction, everyday. I cannot recommend him highly enough!!"

"... an astute businessman with a practical approach to getting transactions done. He's been involved in a lot of deals over the years and has the experience to be of great benefit in many situations."