In the transportation and logistics market we are constantly coming up against the tranditional local Business Broker as competition. It is important to distinguish the difference between a Boutique Investment Bank and a Business Broker. Lets start with the most obvious differences:
Finra Licensing allows for securtiies transactions (IE: a stock sale) and insures the seller of a clean background check for the I-Banker.
Private Equity experience is typically much stronger.
Research on the Transportation and Logistics space is stressed nationally.
After the sale services: a. Asset Management, Trust planning, succession planning utilizing a world wide top 10 Investment Bank, Royal Bank of Canada “RBC”
Rarely do we charge upfront fees due to our confidence in completing the transaction.