Investment Banking...Reinvented

We pride ourselves on providing a professional class of investment banking and advisory services to business owners and managers. Since our formation in 2002, we have focused our energy, resources and knowledge on combining the best of Wall Street and Main Street to create an unparalleled suite of professional services, dedicated to privately-held companies.

On Paper

We are a boutique investment bank serving the lower middle market - comprised of companies with enterprise values of $200 million and below in the following industries:

  • Manufacturing
  • Distribution
  • Business Services

In Practice

We operate beyond the antiquated confines of investment banking; we are reinventing the way business owners approach the market.

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Put Simply, We Serve Business Owners

Our clients operate in diverse industry segments, serve diverse geographies, have annual revenues from $2 million to over $300 million, and are anywhere from one to 130 years old. Yet all have one common thread: owners and managers who have the desire to make an impact, drive cashflow and maximize value.

"SDR is extremely knowledgable
and hard working and they
have never failed to deliver
results for us."

-HealthTrans