Welcome

WE ARE REDSHIFT ADVISORS

RedShift Advisors is an independent lower middle market investment bank that serves privately held and entrepreneur-owned companies. We provide strategic planning, merger and acquisition and corporate finance services to minimize risk, recognize and execute on opportunities, and maximize the value of a business. We build and maintain strong client relationships and support the processes to acquire, invest, innovate, grow, and exit a business. Our experienced advisors deliver thoughtful, strategic advice with tenacious execution based on industry experience, market knowledge, and expertise.

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    STRATEGIC PLANNING

    We help you identify and evaluate your strategic alternatives. We support your critical decision making in regards to ownership, essential resources, opportunities and transactions.

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    MERGERS & ACQUISITIONS

    We provide both buy-side and sell-side Mergers & Acquisitions services.

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    CAPITAL RAISING

    We source various types of debt and equity for our clients to refinance. recapitalize and to finance acquisitions, investments, and events of liquidity.

    About Us

    WE WANT TO BE THE BEST. WE WANT TO BE YOUR ADVISOR.

    We are independent, have a ‘customer first’ approach, and value long-term relationships with our clients.  We take time through thoughtful discussions to understand our client’s personal and business objectives.  We conduct exhaustive analysis to identify alternatives for our clients.  We educate our clients and make unbiased recommendations.  We have a comprehensive service offering and are both tenacious and astute in the executions of transaction strategies on behalf of our clients.  We embrace best practices in our operating processes.  We invest in technology, information, and services to enhance our practice.

    The core of our team is made up of senior level advisors.  Our advisors have significant transaction experience and many years of experience as advisors, executives, professionals and investors.  We staff all of our assignments with at least two Directors.

    What We Do

    SERVING THE NEEDS OF
    THE LOWER MIDDLE MARKET

    Privately-held and entrepreneur-owned businesses count on us for successful M&A transactions, capital advisory services, and more.

    We are a leading lower middle market investment bank serving the lower middle market. We deliver thoughtful, strategic advice with tenacious execution based on industry experience, market knowledge, and expertise. We have long standing relationships with capital providers including commercial banks and other senior credit providers, mezzanine fund investors, and private equity groups.

    Selling a Business

    We aim to maximize the value our clients receive from selling a business.

    Buying a Business

    We help our clients find, analyze, acquire and finance businesses.

    Capital Raising for Businesses

    We raise capital to fund business growth and to provide liquidity to owners.

    Capital Raising for Real Estate

    We raise capital to finance the acquisition or development of real estate assets.

    Restructuring & Distressed Situations

    We have expertise in distressed transactions including the sale of businesses through the bankruptcy process. Our staff uniquely includes a bankruptcy attorney with 30 years of experience.

    Family Owned Business

    Our staff includes family business advisors that tailor our service offering to meet the additional objectives of family owned businesses.

    At RedShift Advisors, we recognize the value of good relationships. We welcome you to schedule a time to introduce yourself to us or just to reconnect.

    We appreciate discussions with business owners, executives, capital providers and professional service providers.

    Are you a business owner or an executive that would like to discuss a challenge or an opportunity?  A lender or investor interested in our client opportunities?  An attorney, account, wealth manager or other professional service provider who wants to know more about our services?   Schedule time to talk with us!